assessment of value

Investment

Investors receive 50% discount after legacy share class shift

Assessment of value reports

clock 24 February 2021 • 2 min read

Investment

Funds 'failing' to meet FCA transparency measures - CFA UK report

Concerns over data 'quality and completeness'

clock 01 February 2021 • 2 min read

Investment

Hargreaves Lansdown introduces tiered fee structure to utilise economies of scale

Cuts fees across multi-manager range

clock 26 January 2021 • 2 min read

Investment

Liontrust eyes changes amid value concerns for fifth of fund range

Does not include multi-asset funds

clock 11 December 2020 • 2 min read

Investment

Boring Money: Asset managers 'marking own homework' after just 3% of funds not delivering value

Baillie Gifford and Franklin Templeton among groups offering ‘most useful’ AoVs

clock 11 November 2020 • 2 min read

Investment

The value of value assessments: What next for AoVs?

Beyond the FCA's seven considerations

clock 04 August 2020 • 6 min read

Investment

Value assessment forces two Baillie Gifford funds closures

UK government bond funds shut down

clock 31 July 2020 • 2 min read

Your profession

More than half of SJP funds fail to deliver 'good value'

12% on ‘watchlist’

clock 14 July 2020 • 3 min read
Most read
01

Financial advice exam costs continue to rise

14 November 2024 • 3 min read
02

Lack of retirement confidence gives advice industry opportunity to show value

14 November 2024 • 3 min read
03

Vulnerability taboos deterring clients from seeking additional adviser support

14 November 2024 • 3 min read
04

Don't panic! Call for calm after Budget pensions IHT change

14 November 2024 • 3 min read
05

PFS Conference 2024: Increasing margin must not drive advisers to operate own platforms

13 November 2024 • 3 min read