Three things your clients may call you about this week ...

What made financial headlines over the weekend?

clock • 3 min read

Here's our weekly heads-up on the stories that may have caught your clients' attention over the weekend ...

Are other people paying less than you for the same investments? Don't be too surprised - or offended - if a client calls you up on Monday morning just to reassure themselves about how you are charging them. It may just mean they have read this Telegraph article, which recounts how its author spoke with "five of the most prominent wealth managers and found it difficult to extract even the most basic information about charges", such as initial fees, ongoing charges and annual caps. The quintet - Hargreaves Lansdowne, St James's Place, Chase de Vere, Towry and Standard Life's advice arm ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

PA Asks: How much confidence do you have in chancellor Rachel Reeves?

PA Asks: How much confidence do you have in chancellor Rachel Reeves?

This week’s poll also looks at SIPP operator concerns and cryptocurrency

Professional Adviser
clock 17 January 2025 • 1 min read
Feel Good Friday: Cirencester Friendly's financial support initiative gives £69,116 in 2024

Feel Good Friday: Cirencester Friendly's financial support initiative gives £69,116 in 2024

Its 125 Foundation provides support to members suffering hardship

Professional Adviser
clock 17 January 2025 • 1 min read
Rathbones hit by £3.4bn Autumn Budget outflows but FUMA on the rise

Rathbones hit by £3.4bn Autumn Budget outflows but FUMA on the rise

Migration into single platform in H1 2025

Cristian Angeloni
clock 16 January 2025 • 2 min read