Tag Archives: Investment Management

Financial Planning Service – Client Charges

Client charges can have a significant cost drag on a portfolio’s overall performance. Traditionally, the charges have been broken down into component parts, making cost comparisons between different providers difficult. I feel that it would be much fairer if all firms whose services include investment management (i.e. not just individual funds but discretionary investment managers and financial advisors/planners) were required to disclose their Total Expense Ratio (TER).
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Investment Management – How Important is a Star Fund Manager

Whilst it is an easier sell promoting the star fund manager I think a client is far better served if their adviser focuses on helping them achieve their financial objectives and adopts successful investment planning strategies.
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