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Platforms are struggling to reinvent themselves in a modern advice world with increased business pressures and growing demands from advisers, delegates heard.
Good morning and welcome to your Morning Briefing for Friday 16 February 2024. To get this in your inbox every morning click here. Oxford Capital introduces fee-structure change Investment firm Oxford Capital is introducing fee-structure change for 2024. It said the change addresses longstanding concerns expressed by
20 of the largest firms contacted regarding ongoing fees
Discover this week's top stories on Money Marketing, including SJP's upcoming national brand advertising campaign and Aviva's introduction of new products on the FNZ platform. Read more below: SJP to launch national brand advertising campaign In 2024, St. James’s Place (SJP) will launch its first national
Issues surrounding the availability and accuracy of Excess Reportable Income (ERI) data can result in investors being fined by up to 200% of the tax due, as well as interest and potential late payment penalties.