brokers

Empowering the DIY Investor

An ever increasing number of people are taking control of their financial affairs and online platform technology is the enabler, delivering levels of sophistication that were once the preserve of City professionals at affordable prices.

Investors can research companies, create watch lists, select an account type, trade on countless international exchanges at the click of a mouse, and build and monitor a diverse portfolio of investments – often at a cost of just a few pounds a month.

Options ranging from equity execution only (XO) brokers through to those offering far greater choice in terms of investments and available support.

Direct to consumer (D2C) platforms vary greatly so it is important to find the best combination of functionality and price for your individual requirements.

Selecting a DIY Online Broker

Selecting an Online Broker

  Internet technology has revolutionised personal investing, bringing information, data and trading technology to a mass audience. Now the DIY investor is accustomed to the ability to research companies, buy and sell investments on a computer or mobile device in markets around the world and be able to monitor the performance of their portfolio in real time. Online stockbrokers have been around for a decade and a half now and there are a number of things to consider when selecting the right one for your personal circumstances and the financial instruments you wish to trade. Terms used to describe the various types of platform such as ‘execution-only (XO) stockbroker’, ‘fund supermarket’, ‘discount broker’, ‘wrap platform’, ‘direct to consumer (D2C) platform’ are often used interchangeably, but the common threads are the ability for an individual to open a personal account or accounts, and trade and monitor their own investments.   online broker       Read more          

Investing Basics: Seven tips for the DIY investor

Investing Basics: Making it personal

WHY SOCIAL MEDIA IS BAD FOR YOUR INVESTMENTS 

Kepler Trust Intelligence income and growth event: Brunner

Money Basics: Why save into a pension?

Podcast: Trust issues #4 – why are UK stocks so cheap?

Money Basics: When to save and when to invest

Investing Basics: Five simple investing rules

Investing Basics: What are investment funds?

Investing Basics: Getting started

Investing Basics: What are investment trusts?

Investing Basics: A beginners guide to investing

The Merchants Trust – executive interview

Interview: Roger Clarke, IPSX CEO

Podcast: the future of crypto and digital assets

A snapshot of the global economy in March 2022

Podcast: how we beat inflation in the 1970s – now can we do it again?

How is the energy transition sector faring so far in 2022?

Should you always believe in gold?

Fidelity Special Values added to AJ Bell Select List

Fidelity China Special Situations added to AJ Bell Select List

Putin’s Next Trick: What investors should do now

A look back at 2021 and what to expect in 2022

Embracing AI Investment opportunities in 2022

Digital healthcare revolution coming ‘fast and furious’

Opportunities abound in cheap UK market

Japan: the next generation of growth

Global Perspectives Podcast: ESG is more than a score

Connected Investor Podcast: Thoughts around rising inflation fears

John Wyn-Evans, Investec – Edison’s bull/bear game

Slides and Audio: JPMorgan Smaller Companies

A payment system lifting thousands out of poverty

Investment solutions for net-zero: putting theory into practice

ESG conversation one: Dentsu

Neil Shah, Edison Group – Edison’s bull/bear game

Hydrogen: Rising fast in the global energy mix

Andy Brough, Schroders: Edison’s bull/bear game

David Buik: Edison’s bull/bear game

DIY investing: What makes for a happy retirement?

DIY investing: Your choice, your know how

DIY investing: What could you learn in two minutes?

Why Carl decided to start investing with Selftrade

What is a SIPP?

Why should investing be at the top of your to do list?

Investing basics: Stocks and shares ISA

Investing Basics: ETFs

Investing Basics: Bonds

Investing Basics: Fundamental Analysis

Investing Basics: Stocks and shares

Investing Basics: Mutual Funds

DIY Investing: Introducing Arena Events

Focus on Funds: What is a multi asset fund?

Introducing Supermarket Income REIT

Introducing Strawberry Invest

Stocks and Shares ISAs Explained

How to Read a Fund Fact Sheet

The Essential Guide to New ISAs

Introducing Strawberry Invest

IG Stockbroking Account

Open a Stocks and Shares ISA

2nd


Dec

Investing Basics: Five key things to consider when investing in funds

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1st


Dec

Your vote counts: the investment trust AGMs in December 2022

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30th


Nov

High-quality, valuation-sensitive approach: Global Smaller Companies

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28th


Nov

Energy funds are running out of steam

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28th


Nov

Investing Basics: Investing in infrastructure

Seeking income: Fiona Liu of Willis Owen looks at what to consider when investing in infrastructure

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27th


Nov

Investing Basics: Funds-how to pick the right ‘share class’

How to avoid unnecessary fess and charges and get the returns you want.

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27th


Nov

The 9 best moves that will make you a better investor

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27th


Nov

Investing in small-caps? Don’t pick up any cigarette butts

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26th


Nov

Investing Basics: What are Multi Asset Funds?

An overview of the Multi Asset sector from Liz Rees, Head of Research, Willis Owen

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22nd


Nov

The Future of Equity Investment: Part Two 

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22nd


Nov

COP27 wrap-up: an historic deal was made, but what comes next?

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19th


Nov

At the cutting edge of Japan’s technological transformation

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19th


Nov

India versus China

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17th


Nov

Autumn Statement: Industry Experts React

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17th


Nov

Bottom fishing

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17th


Nov

Investing Basics: A complete guide to investing in alternative assets

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15th


Nov

Demystify the investment world to achieve greater equality for women

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15th


Nov

Strong income and growth: JPMorgan Global Core Real Assets

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14th


Nov

Webinar – Discover winning investment ideas and supercharge your portfolio

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12th


Nov

Asian Equities: The Straight Talk

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10th


Nov

The case for Japanese equities

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9th


Nov

The impact of the energy crisis on UK equities

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4th


Nov

Why tech investors should keep an eye on China and the Fed

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4th


Nov

What cockroaches have to do with Wall Street

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2nd


Nov

Consumers admit understanding gulf regarding how their money is managed

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2nd


Nov

Will Anyone Save The Investment Trust Savings Scheme?

Guest blog as eminent DIY investor and blogger 'IT Investor' laments the ITSS

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1st


Nov

Weighing up the recovery for energy funds

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31st


Oct

‘Low-risk portfolios’ post average losses of 12.7%

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31st


Oct

Investing Basics: How much research should you do?

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30th


Oct

Investing Basics: Using Diversification to Defend Your Investments

Being a successful investor is dependent on a combination of factors - there’s no single winning

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26th


Oct

Investing Basics: Tracking your investments with Excel

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24th


Oct

Q&A: How to navigate the turbulent months ahead

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21st


Oct

Investing Basics: Simple rules for successful investing

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21st


Oct

Navigating emerging markets in a rising interest rate environment 

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20th


Oct

Gimmie shelter

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18th


Oct

Are asset owners ready to finance a transition to net zero?

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17th


Oct

A bright spot in North America

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16th


Oct

Quarterly markets review – Q3 2022

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11th


Oct

Why ESG considerations matter and how they are embedded in the Mercantile’s stock selection process

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9th


Oct

Survey shows retail investors turning away from ESG investing

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8th


Oct

Less stocks, more diversification: Alliance Trust

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6th


Oct

DIY Investor Magazine Issue 35

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4th


Oct

Less than 3% of funds make gains in September

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28th


Sep

Mind the gap

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28th


Sep

Searches for ‘how to invest’ rise 186% amid mortgage chaos and market turbulence 

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27th


Sep

Our new fund purchase even as markets fall

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27th


Sep

Targeting a high and growing dividend along with capital growth: abrdn Smaller Companies

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23rd


Sep

The world’s most confusing investment jargon, according to Google

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21st


Sep

The ‘G’ in ESG under the spotlight

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18th


Sep

Investing Basics: Do it Yourself, Do it With me, Do it For me – just don’t do nothing!

So you've decided to become an investor in pursuit of financial independence, but which way's best?

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17th


Sep

Monthly markets review 

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13th


Sep

The niche investment sectors attracting our attention

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12th


Sep

Investing Basics: Getting ready and retirement planning

Careful planning and understanding spending patterns can help to ensure your money lasts

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11th


Sep

Investing Basics: Investing in your retirement

There are some important considerations to make when it comes to managing your pension or ISA pots

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10th


Sep

Investing Basics: Spotlight on SIPPs

DIY Investors takes an in depth look at the DIY pension wrapper

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8th


Sep

Investing Basics: How to invest for income using an ISA

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6th


Sep

The pension pot puzzle – should you consolidate?

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4th


Sep

Investing in funds using charts

Humbug - the 'investor' in The Great British Trade Off, explains how he aggressively invests in

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4th


Sep

Investing Basics: Building Assets With ETFs

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4th


Sep

Sense and Sustainability

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1st


Sep

Beginning to See the Light: Putting Out the Fire with Gasoline

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1st


Sep

Guest Post: 7 common financial mistakes how to avoid them

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31st


Aug

The key to happiness in retirement: Over 55s value experiences over material possessions

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30th


Aug

Taking stock of Japan’s equity market

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22nd


Aug

A snapshot of the global economy in August 2022

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19th


Aug

Three renewable energy investment trusts to watch

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17th


Aug

Recession is coming: Don’t wait to protect your finances

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15th


Aug

Buying the discount

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15th


Aug

Ingredients for success

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13th


Aug

COP27: a quick guide to common terms

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12th


Aug

Get ’em while they’re hot

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10th


Aug

First time investor: How to be a successful DIY investor

Guest post from EQi looks at the basics of portfolio construction, management and strategy

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10th


Aug

Cut in interest on student loans as inflation and cost-of-living crisis bite 

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9th


Aug

Buying back some of 2020’s best funds

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8th


Aug

Ten thought-provoking books for your summer reading

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6th


Aug

Sense and Sustainability – Facing the heat

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5th


Aug

A very short history of modern portfolio theory

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5th


Aug

Preparing your pensions in the event of a UK recession

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3rd


Aug

Starting to reinvest and the funds we’ve bought

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2nd


Aug

The mother of invention (and returns?)

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2nd


Aug

Shoot at the elephant and miss, and it may trample the jungle for years: Thoughts from Douglas

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1st


Aug

Costly conditioning: Crypto, Pavlov’s dogs and celebrity bellringers

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31st


Jul

Six charts that show why high food prices aren’t going away

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30th


Jul

QD view – more power to battery growth story

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30th


Jul

An unconstrained multi-asset portfolio: Aberdeen Diversified Income and Growth Trust

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30th


Jul

Investing Basics: What age can I retire?

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29th


Jul

Investing Basics: Six biggest mistakes ETF investors make

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27th


Jul

Is the 60/40 dead?

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22nd


Jul

Guest Post: Top mobile apps for traders  

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19th


Jul

A new fund we’ve bought amid a red-hot summer

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18th


Jul

QD view – (half) year in review

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18th


Jul

A snapshot of the global economy in July 2022

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16th


Jul

DIY investing: How to avoid emotional investing

Emotion can be your enemy; understanding is key to being a disciplined and profitable investor

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14th


Jul

Ready Player One

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13th


Jul

How Japan is making strides on sustainability

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13th


Jul

DIY Investor Magazine Issue 34

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11th


Jul

Why we are happy to own just one fund

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10th


Jul

Europe could accelerate the shift from mobile to metaverse 

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10th


Jul

Why now could be the time to buy UK equities 

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8th


Jul

Japan’s quiet recovery holds promise for investors

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7th


Jul

The new sector we have invested in

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4th


Jul

QD view – Fishing for an Asian fund?, China or Vietnam?

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28th


Jun

What are the survival traits of a multi-asset manager?

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27th


Jun

QD view – Discounted opportunity – Not all private equity is exuberant growth plays

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26th


Jun

A new paradigm for space

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25th


Jun

Beginning to See the Light: The worst is yet to come 

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25th


Jun

High fossil fuel prices are good for the planet

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23rd


Jun

Investing Basics: What Is a Target-Date Fund? 

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22nd


Jun

Inflation reaches 9.1%: Industry Experts Comment

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21st


Jun

Research highlights corrosive effect of DIY broker fees

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20th


Jun

What we are doing as markets fall

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20th


Jun

What does Fed rate increase mean for investors?

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18th


Jun

Staying Active

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17th


Jun

Private pension saving is growing but ONS survey reveals stark disparities 

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16th


Jun

European equity markets under pressure

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13th


Jun

DIY investors say they prioritise ‘logic’ and ‘information’ when making investment decisions

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13th


Jun

Investing Basics: Four questions to ask before you sell investments

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12th


Jun

Financial Wellness: Seven tasks to improve your wealth forever

New to investing - spend twenty minutes on these simple tasks to tune up your finances

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6th


Jun

Two funds on the rise that we’ve been buying more of

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5th


Jun

Anatomy of a good company: Universal Music Group (UMG)

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5th


Jun

Are Emerging Markets Doomed?

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3rd


Jun

Inspiring the next generation of female investors and professionals

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1st


Jun

Access relatively high-yielding retail warehousing: Edison Property Investment Company

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1st


Jun

Five alternative trusts for income investors

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1st


Jun

How to prepare your portfolio for a recession

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1st


Jun

Alternative Investments: Treasures in the toy cupboard

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31st


May

Three reasons inflation isn’t going away anytime soon

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31st


May

Investing Basics: Grow your assets, get an income or preserve your capital?

Square Mile cuts through the mystique, explains the jargon and to simplifies the process for

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31st


May

Which region of the world should I invest in – UK, USA, Europe?

Do you have home-bias? Investing in the UK or looking further afield

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30th


May

Bull in a China shop

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30th


May

In and out of two funds and finding shelter amid a financial storm

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29th


May

Reality strikes Global markets

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28th


May

Out with the new, in with the old

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28th


May

Investing Basics: What is a SIPP and is it right for me?

DIY Investor looks at the pension wrapper that puts you in complete control

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27th


May

QD View: Unloved quality

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27th


May

Inflation and rising food prices

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21st


May

Is it time to ditch index funds?

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19th


May

Scottish Mortgage empasises the long term after bruising year

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19th


May

Holding our nerve with volatile energy funds

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19th


May

The Surprising Ingredients of David Swensen’s Secret Sauce

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18th


May

#fintok racks up 1.2bn views as young people seek financial independence

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18th


May

Inflation hits 9%: ‘Panic-inducing for the old and vulnerable’

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17th


May

Finding value in a haystack

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16th


May

Someone Like You: SIPP, ISA or both? A Case Study

Selftrade customer Leah has an ISA and a SIPP; here she explains her investment strategy

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15th


May

Global markets: Valuation ‘normalisation’ continues

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14th


May

Revisiting IPOs in London

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12th


May

Are more sustainable companies more expensive?

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12th


May

ONS figures point to stagflation

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10th


May

Investing Basics: Five simple investment rules

Investing for the first time can be daunting, but here are five simple investment rules to get you

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10th


May

Investing Basics: Compound Interest

Earning interest on interest can make a dramatic difference for an investor with a long time horizon

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10th


May

Investing Basics: DIY Investing in your 20s & 30s

Getting into investing is a smart idea to grow your wealth over time, especially in the

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10th


May

Investing Basics: Before you Start Investing

Muckler helps those new to investing on a journey to financial independence

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10th


May

Investing Basics: A Beginners’ Guide to Investing

Muckler helps those new to investing on a journey to financial independence

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10th


May

Investing Basics: More Basics of Investing

Muckler helps those new to investing on a journey to financial independence

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8th


May

Performance hits, misses, and newcomers among most-consistent funds

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8th


May

It’s the end of the world as we know it

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7th


May

DIY Explains: An A-Z of sustainability terms

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6th


May

Interest rate rise: Experts respond

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4th


May

Some innovative thinking to make your tax set-aside go further

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4th


May

Guilt-edged stocks: How investors are reacting to war

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4th


May

You say tomato…..

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3rd


May

What ails Asian equities and where to from here? 

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3rd


May

The Brunner Investment Trust: A new phase – how will markets react?

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2nd


May

Edison Explains: Software-as-a-service

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1st


May

Tesla And The Future Of Electric Cars

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28th


Apr

Six reasons to invest in the Mercantile Investment Trust

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28th


Apr

Outlook 2022: Sustainable investment

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28th


Apr

The inevitabilities: Death and taxes

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25th


Apr

Q1 2022: Keeping It Simple

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22nd


Apr

QD view – Are you still watching?

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19th


Apr

Three funds boosting our portfolios

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18th


Apr

Investing Basics: Investing in your 40s & 50s

If you’re in your 40s or 50s, there’s a good chance you are already investing, be it through a

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14th


Apr

One-in-four fear pension shortfall

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11th


Apr

The top 20 funds so far this year

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10th


Apr

Are overseas takeovers a threat to the UK stock market?

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9th


Apr

QD view – To B or not to B

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7th


Apr

Private Markets: A closer look at the expanding private debt opportunity

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5th


Apr

No day may be judged until night has fallen: Thoughts of Saltydog Investor

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5th


Apr

The fog of war: a multi-asset view

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4th


Apr

Four cautious fund buys as stocks rebound

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2nd


Apr

Q&A: will the gold price surge continue?

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2nd


Apr

Is it time to revisit the UK as an asset class?

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1st


Apr

From British tea to Russian vodka

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29th


Mar

Global strategic insight: Still neutral on global equities, with caveats

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27th


Mar

QD view – two years since the world changed

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27th


Mar

How green bonds can bolster the transition towards a more sustainable future

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26th


Mar

How does ESG and financial performance stack up?

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26th


Mar

Edison Explains: Circular economy business models

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22nd


Mar

A Healthy Contribution

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22nd


Mar

16 years of returns: History’s lesson for investors

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21st


Mar

European stocks: where are we now post the Russian Invasion of Ukraine?

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20th


Mar

How will the Ukraine crisis affect the energy transition?

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19th


Mar

QD view – why AVI Japan is blooming

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17th


Mar

‘Half of British investors plan to ‘buy the dip’’

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15th


Mar

QD view – Cushion the inflation blow

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14th


Mar

Ideas for your ISA – virtual Spring Event: Tuesday 15th March

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13th


Mar

What is the outlook for UK dividends in a less certain world?

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13th


Mar

ETC Group and HANetf launch metaverse ETF

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12th


Mar

Our investment outlook amid Ukraine uncertainty

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12th


Mar

Ukraine investment considerations: time in the market beats market-timing

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11th


Mar

The high-risk funds bucking the downward trend

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11th


Mar

Why almost everybody suffers from liquidity bias

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7th


Mar

Ten insightful books for value investors

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5th


Mar

Gold funds on the move, but we’ve resisted temptation to buy

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4th


Mar

Financial Inclusion and Fintech in Emerging and Frontier Markets

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2nd


Mar

Ukraine: investors should prioritise caution

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27th


Feb

Consumer mid-caps set to benefit from a return to normality

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26th


Feb

Everything you should know about IPO in 2022

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25th


Feb

The tide has turned: best and worst funds since start of 2022

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25th


Feb

The consequences of the Russian attack for the markets and the economy

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23rd


Feb

The overlooked opportunity in Asian smaller companies

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20th


Feb

Inevitably we will lose sometimes; the trick is not to make a habit of it – thoughts of Saltydog Investor

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20th


Feb

Great Expectations: Six Investment Trust Tips for 2022

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17th


Feb

Financial education – Money lessons for children

Infographic from the States - 5 money lessons children need to know and explaining financial

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14th


Feb

Death by Inflation or by Interest Rate Hikes?

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11th


Feb

Inevitably we will lose sometimes; the trick is not to make a habit of it – thoughts of Saltydog Investor

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5th


Feb

Working Out: The UK Economy

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26th


Jan

Building resilience for income investors

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25th


Jan

QD view – Private Companies Dominate in 2021

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20th


Jan

Slow start to the year for most funds

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19th


Jan

QD view – feeling the pinch?

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17th


Jan

The only safe ship in a storm is one with strong leadership: Thoughts of Saltydog Investor

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11th


Jan

Unloved funds seeing performance pick up

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2nd


Jan

Board Games

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28th


Dec

Personal Finance as a Gift: Best books for Christmas

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20th


Dec

Top performing low-risk and high-risk funds in 2021

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18th


Dec

Week in Review: FTSE buoyed by interest rate rise, Covid fears abound

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17th


Dec

Outlook 2022: UK equities

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10th


Dec

A new idea emerges at COP26

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6th


Dec

Exploring the UK market opportunity

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9th


Nov

Behavioural Finance: Part 3 – Thinking outside the herd to give you the edge

How successful traders avoid emotional decision making and resist following the herd

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7th


Nov

Eurozone growth beats expectations, as inflation hits a 13-year high

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7th


Nov

The fund we’ve bought to play recent US rally

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27th


Oct

Behavioural Finance: Part 2 – staying humble can give you the edge

Behavioural finance is now a familiar term in the world of finance, but how can you its principles

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26th


Oct

Behavioural Finance: Part 1 – how knowing your brain can give you the edge

Keep your head when all about are losing theirs; implement a long-term investing strategy to take

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17th


Oct

The emerging market country that’s flying and we are buying

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16th


Oct

Sense and sustainability

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16th


Oct

Global Perspectives: Remaining cautious as risks surface

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27th


Sep

DIY Investing Loses Some Lockdown Momentum

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24th


Sep

Global perspectives: Moving to a cautious outlook

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21st


Aug

Five Investment Themes for the Rest of the Year and Beyond

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11th


Aug

Economic and Market Outlook: Cautious Optimism

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25th


Jul

Investing Basics: Want to Start Investing in Stocks, Don’t Know Anything About It?

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27th


May

DIY investing continues to surge; Which? platforms are we using.

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23rd


May

Take-Off Platforms

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15th


May

DIY investing boom continues apace

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6th


May

Younger investors join the DIY investing boom

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7th


Apr

Pathways to retirement

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23rd


Mar

Flexible ISAs: What’s the story?

Why access to cash in a tax-efficient wrapper could appeal to the growing army of the self-employed

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23rd


Mar

What’s your ISA fit?

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2nd


Feb

Hargreaves’ business booms as people turn to DIY investing

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23rd


Jan

Talking With: Simon Edelsten, Artemis Fund Managers

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16th


Jan

Equity valuations matter when framed in the right context

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9th


Jan

Covid-19 turned players’ lives upside down but rugby was already in a fragile state

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2nd


Jan

Young investors shine as broker reveals DIY investors significantly outperformed the market in 2020

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1st


Jan

Lockdown 2.0: Increasing numbers take personal financial responsibility and turn to DIY investing

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18th


Dec

‘Bok to the Future: Helping professional athletes manage their financial future as their career transitions

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13th


Nov

Top tips for teenagers receiving a Child Trust Fund windfall

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22nd


Oct

Preparing your portfolio for a no-deal Brexit

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2nd


Oct

SIPP or ISA: which one is best for retirement?

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30th


Sep

Go to work, don’t go to work: DIY Investor Magazine 25

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25th


Sep

Positive signals from Stockomendation

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10th


Jul

Dangers of using social media for money matters

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7th


Jul

DIY Investors Increasingly Fuelling Demand for Investment Trusts

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5th


Jul

Investing in Asia, Emerging Markets or globally?

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30th


Jun

How to trade in a volatile market

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5th


Jun

Sticking to what you know – survey shows investors remain optimistic

Despite the dramatic falls experienced in the markets, EQi finds its clients have kept calm and

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4th


Jun

How to build your perfect ISA portfolio

DIY investing platform EQi looks at setting your objectives and making a plan

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3rd


Jun

Investing in retirement: How to make your retired years golden

Investment can continue to play an important role in retirement, you may just need a new strategy

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23rd


Apr

What to do with your ISA allowance amidst market uncertainty

While keeping healthy is the number one priority, people are also concerned about the longer-term

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20th


Apr

Is it too late to invest in Asia?

Asia is the one global region set for a massive expansion both in economic and population terms –

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22nd


Mar

Newsround: FTSE Bounces Back as Interest Rates cut and QE Returns

Fears around the Coronavirus saw the index at a ten year low until BoE cut borrowing rates

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9th


Mar

Ten years on: DIY investing in the age of online technology and open banking

Since Lehman Brothers, technology has revolutionised financial services and the way we deal with

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7th


Mar

Bereavement Services: preparing for the death of a loved one is never easy

Stuart Simpson, Head of Bereavement Services, Equiniti looks at the

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9th


Feb

Best-buy Lists: We need to Talk About Bad Press

Hargreaves Lansdown got plenty of stick for its relationship with Woodford; not all justified,

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26th


Jan

DIY investing: How do tipsters react to share consolidations?

A concise round-up of broker and professional tipster activity across the UK financial markets

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18th


Oct

The Empire Strikes Back: Thoughts About Saltydog Investor

Douglas shares some feedback from Saltydog members - warts and all!

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25th


Aug

DIY Investing: Don’t wait for a stock market crash to plan ahead

How to ensure that your portfolio is ready should the market face a 'correction'

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13th


Aug

Focus on Funds Magazine Issue 2

Passionate about active investment management; make informed decisions

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16th


Jun

Woodford fallout: FCA, platforms and analysts to be probed; BoE boss says choose blue-chip stocks for liquidity

Treasury Select Committee looking for answers; chance to nail the rules around advice?

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16th


Jun

Pensions – Expectations vs. Reality: The increasing gap affecting retirement

The biggest thing you need to save for could be bigger than you think

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11th


Jun

Hargreaves Lansdown under pressure as Woodford fall-out continues

Best-buy lists added to the list of issues to face FCA scrutiny, including its own behaviour

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28th


May

Investment and retirement considerations for the self employed

You might enjoy being in charge of your own work, but you could pay for this freedom in other ways

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24th


Mar

Focus on Funds Magazine: Passionate about active investment management

A new publication dedicated to unit trusts, OEICs, and investment trusts; make informed decisions

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24th


Jan

Research suggests competition in the DIY investing market not working as well as it should

Boring Money study says wide variation in fees charged by platforms could be costing investors dear

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16th


Jan

DIY investing giant whittles down selected funds list to Wealth 50

Favourites lists to help investors identify well performing and appropriate collective investments

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14th


Dec

Just one segment of the UK stockmarket has made money in 2018

FE Trustnet assesses the performance of the FTSE All Share industries amid a turbulent year for

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15th


Nov

Why DIY investors will pay the price for pensions protections

'Up to a million’ SIPP-holders affected putting pension providers ‘on the hook’ for

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6th


Nov

Platforms for High Net Worth Investors in Israeli high-tech

Yarom Romem looks at options ranging from traditional VC funds to angel investing

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30th


Oct

DIY Investors set to benefit from economies of scale? Banks returning to financial advice

As Interactive Investor acquires Alliance Trust Savings banks are eyeing the growing market for

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19th


Oct

Greater protection proposed for investors subject to malpractice

FCA consults on raising the level of compensation available from FOS to £350,000

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18th


Oct

Something in the bilges is smelling: Thoughts of Saltydog Investor

So it was a correction rather than a crash, but Saltydog is heading for cash - and hash!

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8th


Oct

Investing for income: Boost for DIY investors as FTSE 100 companies return £88.6 billion

Recent report predicts record dividend payouts to shareholders in 2018 with more to come

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22nd


Sep

Brexit: The Never Ending Story: It’s all about the Chequers Proposal

Weekly Bulletin - Brits fear economic decline, falling house prices and Double Diamond!

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16th


Sep

Brexit: The Never-Ending Story : Part 3 – ‘Little Britain’

Philip Gilbert posits that we are going back to the future and highlights what he sees as the

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27th


Aug

Estate planning – wills vs trusts

Infographic comparing the relative merits of wills and trusts in estate plannng

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26th


Aug

Currency – King Dollar surges amid the Turkish panic 

Fears of contagion in financial markets as US hikes interest rates

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14th


Aug

Time to reassess as winding down of QE takes wind from the sails of gilts and bonds

Saltydog Investor to revisit 'Tugboat' portfolio as 'slow ahead' loses momentum

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13th


Aug

FAANGS a lot: Tech bubble fears as Apple becomes the first $1billion company

Jim Paulsen believes investors are overweight tech stocks and sees parallels with the dotcom bubble

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12th


Aug

Humbug: Investing for a rich retirement has a good week

Seeking financial independence, Humbug adds £1626 in the week and is 7.7% up since April

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1st


Aug

400,000 orphan clients ‘trapped’: Watchdog encourages shift to cheaper DIY investing platforms

FCA says clients could be paying thousands of pounds a year to stay on

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30th


Jul

The Great British Trade Off: Humbug (investing) is flat but Fagin (trading) is scorching + 45%

Humbug says calm is good; Fagin is on fire on the road to FIRE

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25th


Jul

City watchdog challenges DIY investment platforms on fees and transparency

FCA wants more competition and transparency as £500bn platform business doubles in 5 years

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3rd


Mar

Personalised investment management – three unstoppable forces & Object-Oriented Investing

Three powerful forces are re-shaping investment and wealth management and AI is allowing more

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24th


Feb

MiFID II 101

You’ll have received a letter from your broker and updated your details, but just what is MiFID

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8th


Feb

DIY Investing – hands across the ocean: What is online stock trading?

Thoughts on The New Generation Of Traders. What Style Suits You - from reviews.com

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8th


Feb

DIY Investing – hands across the ocean: Free stock screening tools

How Free Stock Screening Tools Can Save You Hours Every Week; Jay Delaworth of Intelligent Trend

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22nd


Sep

Smaller companies – bigger returns?

Liz Rees of Willis Owen looks at companies outside of the FTSE 250 and those on AIM

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18th


Sep

Investment styles – is there a catalyst for change?

Liz Rees of Willis Owen looks at the different investment styles adopted by funds and what may

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11th


Sep

‘Smart Investor’ launch angers Barclays’ DIY investors

Barclays Stockbrokers customers face higher charges and loss of some functionality

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26th


Jul

As investors flock to DIY platforms, City watchdog launches probe into charges and transparency

FCA to ensure 'wealthtech' platforms deliver good value to investors

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3rd


Jul

Too Much of the Black Stuff

Liz Rees of Willis Owen reports upon a drop in oil prices and markets losing momentum

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9th


Jun

Politics and expecting the unexpected

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22nd


Jan

Questioning the Manager – Henderson Investment Trusts

Reviewing 2016 and looking at the threats and opportunities in 2017

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20th


Dec

Bringing Down the Cost of DIY Investing

DIY Investor Urges FCA for Greater Transparency in Fees and Charges

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1st


Sep

Well on Track – DIY Investors ‘Flock’ to Passive Investments

Hargreaves Lansdown sees the number of its clients investing in trackers double

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27th


Aug

Selecting an Online Broker

No single broker delivers a panacea - how do you select the right one for you?

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20th


Aug

Are property funds still worth considering?

Willis Owen Research Analyst Fiona Liu looks at property funds post-Brexit

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30th


Jun

Britain votes for Brexit: The challenges and opportunities

Liz Rees considers the implications of Brexit in a blog for Willis Owen

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25th


Jun

Selftrade: ETFs ‘Best’ for Investors

Online broker cuts commission and introduces comparison tool

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20th


Apr

7IM and Vanguard Set to Enter the D2C Space

More choice from direct to consumer propositions

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20th


Apr

BlackRock Rules out D2C Launch but Considers Robo Platform

Asset Management behemoth bucks trend for retail investment platforms

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15th


Apr

Portfolio Analytics – Shaping the Next Generation of Retail Traders

Big data - allowing brokers to help their clients to become more successful traders

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diy investing

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AccountEquity TradeFrequent TraderRegular InvestmentFund TradeAccount FeeISA Account SIPP Account Comments
parallax1£10.99£5.99£1.50£0 buys
£10.99 sells
£12.50/quarter
Funds fee:
< £50k 0.3%
> £50k/£250k 0.25%
£250 + 0.15%
Max £250/quarter
£4.99/quarter£4.99/quarter
Selftrade SIPP £99 + VAT
Qualifying Dealing Commissions and Fund Platform Fees can be offset against custody fee
parallax1£8n/an/an/a£0£0£165 + VATAdvisory service
Discretionary fund management
parallax1£11.95£9.75£1.50£0£0£0n/a
parallax1£2.50£0.50n/an/a0.24%0.24%0.24%Frequent trader rate based on rebate
parallax1£5.95n/an/an/a£0£0£120 + VAT
parallax1£9.50n/an/a£9.50£0£50 + VAT£120 + VAT
parallax1£9.50n/an/a£0< £50k 0.35%
£50k - £1m 0.25%
£1m > 0.1%
£0£100 + VAT
D2 Interactive