Financial Advisers Sellers or Advisers?
I know many advisers that have sales targets of £100,000 per year. This is over £8,000 per month of commission needed to meet their targets. If the adviser is taking 5% initial commission from...
View ArticleOpt Out Options with Adviser Trail Commissions
Trail commission is a regular fee paid to an adviser from client funds. This is usually paid yearly and based on a percentage of the funds. The most common annual fees range between 0.5%-1% per year...
View ArticleHow Much Is Financial Advice Really Worth?
Let me give you an example, Jeremy is 35 years of age, he has fallen in love with a lady named Jenny and they are so much in love, they are expecting their first baby in July next year. Jeremy's...
View ArticleTrail Commission, is it getting banned or just renamed?
What is Trail commission? Trail commission is the fee paid per year from client funds to an adviser. This fee is designed to cover the cost of reviewing the plan and to cover any new advice areas. It...
View ArticleAre Product Providers Really RDR Ready?
Many product providers have recently publicised that they are now RDR, with both their platforms and products ready to be compliant, transparent and above all treat customers fairly. However some...
View ArticleThe Hidden Charges in your Investment Funds
In the investment world, it is commonly known that minimising costs will help to maximise returns. This is especially true if you are investing for the long term, as persistent high investment charges...
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