Posted 7th November 2018
Posted 7 years ago
By Lloyd Expert Consultancy
Value Assessment
The importance of an effective review and what is key to financial services firms...
All articles are our individual oppinon and outlook on the market and should not be mistaken for any policy or decisions made by the regulator or other bodies.
Posted 7th November 2018
Posted 22nd May 2018
Posted 8 years ago
By Steve Godfrey
UK Financial Services Key items the Government must get right when negotiating Brexit...
Full article available to clients; to subscribe and receive access to all articles, please email, requests@lloydexpert.co.uk
Posted 30th April 2018
Posted 8 years ago
By Ryan Johnson
General Data Protection Regulation (GDPR) - Whats it really all about? Over-engineering, becareful of the cons...
Full article available to clients; to subscribe and receive access to all articles, please email, requests@lloydexpert.co.uk
Posted 12th April 2018
Posted 8 years ago
By Ryan Johnson
Fair Value? An assessment and advice on approach for ensuring the best value and selection is achieved
Full article available to clients; to subscribe and receive access to all articles, please email, requests@lloydexpert.co.uk
Posted 24th March 2018
Posted 8 years ago
By Ryan Johnson
Brexit Impact on Financial Services for the UK - Much stronger and more positive all round is the message...
I write this article as my fifth client query is raised by a European client asking about entry to the UK Fund Market and how to launch funds within the UK, attract distribution. Going the other...
Posted 14th February 2018
Posted 8 years ago
By Ryan Johnson
Converting a model portfolio service to an OEIC: UCITS fund range, why it makes sense...
Full article available to clients; to subscribe and receive access to all articles, please email, requests@lloydexpert.co.uk
Posted 18th January 2018
Posted 8 years ago
By Ryan Johnson
ACD – It will have you in tiers…
Ryan Johnson - Lloyd Expert Consultancy Ltd. Ryan is the leading expert across the industry for selecting, changing and managing an Authorised Corporate Director (ACD) for clients within the...
Posted 3rd December 2017
Posted 8 years ago
By Ryan Johnson
Changing ACD should be like changing your bank account so why do so few firms change ACD or at least investigate a change?
Full article available to clients; to subscribe and receive access to all articles, please email, requests@lloydexpert.co.uk
Posted 31st October 2017
Posted 8 years ago
By Ryan Johnson
Considerations when selecting an ACD
The choice of independent ACD when unitising client portfolios or launching a new product to the market for wider distribution can be a difficult one to make.
Posted 17th October 2017
Posted 8 years ago
By Ryan Johnson
Pressure on Management Fees from clients...
Full article available to clients; to subscribe and receive access to all articles, please email, requests@lloydexpert.co.uk
Posted 4th October 2017
Posted 9 years ago
By Ryan Johnson
Are IFAs prepared or running the gauntlet in the hope they never get caught?
With MiFID II and compliance requirements only becoming more strict are IFA's equipped for the changes and how many are running the 'gauntlet' on the basis the FCA won't 'knock' at their...
Posted 29th September 2017
Posted 9 years ago
By Ryan Johnson
Are platform firms finally waking up...
As technology advances and new entrants into the platform space begin to do business charging as little as 10 bps for their service when well established providers still continue to charge upto 31...
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