by Heather Hopkins | 16 June 2017 | Archive
Sell out to a consolidator, merge with a likeminded competitor or help the next generation within the firm to buy you out? Put crudely, these are generally the main choices facing a few thousand owners of adviser businesses who are now in their 50s or older. Advisers...
by Heather Hopkins | 09 June 2017 | Archive
We said in January in our Platforum Perspectives that fund managers should embrace the squeeze. Our latest investor research reveals that lower average fund management fees may actually spur appetite for actively managed funds. Also, the research noted that high...
by Andrew Ashwood | 07 June 2017 | Archive
Steve Newbold, Divisional Managing Director commented: “Platforum is a key growth brand for Centaur Media and the insight and expertise offered by this subscription brand is core to our on-going business transformation. We are pleased to continue to invest in the team...
by Jeremy Fawcett | 02 June 2017 | Archive
Jeremy: In terms of your own personal investment journey, can you pick out any areas that have changed as a result of digitalisation? Ashley: I have an IFA and various investments that are largely managed on the Transact platform though I also use Hargreaves Lansdown...
by Miranda Seath | 26 May 2017 | Archive
The FCA’s Data Bulletin is increasingly hotly anticipated and yesterday’s release shared some fascinating insights on adviser charging, sources of revenue and revenue per adviser. The data show that the average minimum initial advice charge is 1.2% and average maximum...
by Heather Hopkins | 22 May 2017 | Archive
Standard Life head of adviser propositions and strategy David Tiller believes platforms are misunderstood. The reason for this misunderstanding stems from a simplistic view of the value chain as comprising advice, admin and funds. Read the full story.
