The quiet revolution in retirement fund costs

Despite two decades of growing regulation, administration costs have fallen sharply, leaving more retirement contributions invested for members.

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What is my advisory firm or client book worth?

Selling a client book based solely on past revenue snapshots can leave both buyer and seller exposed. Advisers should factor in growth potential, profit margins, and transferability strategies to arrive at a fairer price.

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US dollar: what crisis?

From a peak 13% overvaluation versus major peers heading into January, the US dollar has plunged 7% on a trade-weighted basis in three months – a pace more than twice as fast as during Trump’s first term.

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