by Miranda Seath | 24 March 2016 | Archive
As we approach the Easter weekend and a well-deserved break, we thought we’d take a little time to reflect on what we see as the symbiotic relationship between adviser platforms and their adviser clients. The future health of platforms are inextricably linked to the...
by Miranda Seath | 23 March 2016 | Archive
Read the full platform profile in MoneyMarketing here.
by Heather Hopkins | 18 March 2016 | Archive
This week saw the release of the much-anticipated Financial Advice Market Review (“FAMR”, dubbed farmer) and the budget. FAMR was an opportunity wasted. It was a restatement of the problems we all know exist – and an elaborate restatement at 85 pages! On April 21st...
by Heather Hopkins | 11 March 2016 | Archive
We arrived at the office today to confirmation of rumours that Old Mutual is being split into four to drive growth of the individual business units. At the same time Old Mutual Wealth announced results and the accompanying commentary struck me as refreshingly customer...
by Miranda Seath | 26 February 2016 | Archive
Read the full profile in MoneyMarketing here
by Heather Hopkins | 26 February 2016 | Archive
Investing is complicated and scary. Many indicators point to a burgeoning market for financial advice and rising income for financial advisers since the RDR. Let the good times roll. But for how long? Platforum research indicates that investors are less likely than in...
