by Arun Shrestha | 14 October 2016 | Archive
Click here to view video Hot on the heels of Platforum – The Retail Investment Conference 2016, Jeremy Fawcett, Head of Direct, Platforum and Heather Hopkins, Research director, Platforum talk smart consolidation, technology and digital innovation and investment...
by Miranda Seath | 13 October 2016 | Archive
Click here to view video Jeremy Fawcett, Head of Direct, Platforum and Miranda Seath, Senior Researcher, Platforum discuss the headline findings from Platforum’s latest report UK Fund Distribution Guide: Passives, ETFs and Smart Beta
by Jeremy Fawcett | 07 October 2016 | Archive
Some people will be relieved to see Nutmeg announcing a £9m loss, but we think that this masks some important pointers for financial advisers. Nutmeg had good revenue growth through 2015 and is rumoured to be close to the £500m AUM mark today. If it can contain its...
by Andrew Ashwood | 30 September 2016 | Archive
Platform pricing models can be complicated at best to understand. From tiered pricing structures, to ‘pay what you see’ models and the slightly more elusive flat rate fees, everyone has a different idea on what they should be charging and how they should be doing it....
by Platforum | 23 September 2016 | Archive
We all get swept away at awards dinners and are more likely to remember who won than why. Given that even The Great British Bake Off has a post-match analysis programme (An Extra Slice), perhaps we need one for industry awards. With this in mind, the Platforum pundits...
by Heather Hopkins | 16 September 2016 | Archive
Some Bank of England officials know that they can retire on their 60th birthday with a pension income touching £100k. Not the case for most of us. Do you know when you will retire? Do you expect to work into retirement? Do you know what income you will have in...