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PortfolioMetrix, Ben Peele | Rethinking Advice Fees: Value, Compliance, and Growth

September 14, 2026 | 23m 34s

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Learning: Unstructured

Skyrocketing costs and strict regulations force UK advice firms to re-evaluate their pricing. Ben Peele uses industry data to show how regular fee reviews drive commercial growth while satisfying regulatory demands. Discover practical ways to evaluate, communicate, and justify your fees by highlighting the trust and peace of mind clients value most.

Chapters

02:32 Implications of Not Raising Fees
16:16 Articulating and Evidencing Value
21:00 Alignment and Disconnects Between Advisors and Clients

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Financial planning

Income portfolios

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PortfolioMetrix

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BNY Investments is a global asset manager with $2.2 trillion in AUM (as of December 31, 2025) and offers products and investments for institutional and intermediary clients. Backed by over 240 years of financial heritage, BNY Investments combines long-term perspective with forward-thinking investment expertise.

Our specialised investment firms bring deep expertise across asset classes and regions: our liquidity solutions provider, BNY Investments Dreyfus; index provider, BNY Investments Mellon; premier fixed income franchise, Insight Investment; equity and multi-asset management, BNY Investments Newton; specialised equity manager, Walter Scott; and Brazilian equity manager ARX. Each highly experienced investment team has its own proprietary investment process and approach.

Through six specialist investment firms and a robust global distribution platform, we deliver differentiated equity, fixed income and multi-asset strategies, supporting advisers with scalable model portfolios, and outcome-focused strategies. Our expertise in ETFs, model portfolios and OCIO solutions helps advisers and institutions navigate complexity with sharper insights and disciplined portfolio construction. We are proud to be a partner that delivers sharper insights, efficiency, value—and a winning edge—to our global client base.

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Vanguard has been a different kind of investment company since our founding in 1975. Built on the groundbreaking idea that an investment company can be owned by its own funds which, in turn, are owned by our investors in the US, Vanguard operates solely in the interests of our clients. 50 years later, Vanguard continues to champion the same mission: provide value to investors and give them the best chance of investment success.

Vanguard is one of the largest asset managers in the world, with over $12 trillion in AUM*. We serve over 50 million clients worldwide from our headquarters in Malvern, Pennsylvania and our international operations in the UK, Europe, Australia and the Americas. Vanguard’s mission is visible in everything we do, from lowering costs for investors, to broadening investor access in a range of quality, long‑term investment solutions.

*Source: Vanguard. as at 31/12/25. $12 trillion represents total assets under management globally.

© 2026 Vanguard Asset Management Limited. All rights reserved. Marketing communication. For professional investors only. Capital at risk.

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