A version of this article first appeared in  New Model Adviser What I want to do here is to look at a real life case study of how we worked with Oyster Wealth Management to design their model portfolios. It is easy to believe because of the amount that has been...

Last week the regulator published their Guidance Consultation on share class conversion. Sadly, it’s pretty thin on any real guidance, especially for advisers. It confirms some things we already know; That platform can carry out share conversion without express...

Update (Friday 18/10 @ 13.00) - Since writing the original article, the accuracy of the FE data for the No Trail/Z  Share Classes has been questioned. It appears to be down to FE not pulling the correct data through on those share classes using the 'Total Return' tab....

Two recent reports show that active fund managers are effectively taking the Mickey out of advisers and investors. Closet indexing is nothing new but what a recent report by SCM Private shows is that it’s a lot more widespread that earlier thought. The report shows...

We regularly get asked to look under the bonnet of products/providers and sometimes I find myself persuading advisers turn their back on products/providers they have recommended for some time – this can range from out-of-touch platform providers to poor value products...

  A recent article in the FTAdviser suggests that many advisers ‘want paraplanners but can’t afford one.’  That is true of any valuable service. For instance majority of UK population need, may be even want a financial planner but most can’t afford one. However,...