Cofunds
Advisers report encouraging client response to fee discussions
Financial advisers report their clients have overwhelmingly responded either neutrally or positively to discussions about transitioning to fees, according to research by Cofunds, the leading independent platform for financial services.
The platform asked 614 financial advisers whether, when discussing the transition to a fee model with their clients, they had in …
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Annual profits, Bar drinks and Charity events…it’s as easy as ABC…a week at MRM
Cat Ommanney gives an insight into a week at MRM, giving all the gossip from the working week while highlighting what news has interested MRM over the past seven days.
MRM's Cat Ommanney
The Office for National Statistics (ONS) announced that UK retail sales rose 1.8 per …
Continue Reading “Annual profits, Bar drinks and Charity events…it’s as easy as ABC…a week at MRM” »
Cofunds posts £7.1m profit for 2011
Cofunds, the leading independent platform for financial services, today announces that it posted a profit of £7.1m and grew revenues to £70m in 2011.
The platform remained profitable through difficult market conditions, despite making a significant investment back into the business, including trebling the team focused on helping advisers become RDR-ready …
