by Miranda Seath | 19 February 2016 | Archive
The hotly anticipated TR16/01 (at least in some industry circles…) has just been published and in some ways it’s a bit of a damp squib. Platform due diligence practices by advisers are singled out and the FCA is ‘disappointed to identify issues relating to platform...
by Heather Hopkins | 12 February 2016 | Archive
Risk is on everyone’s lips. And whilst it might seem risky to pen this email after a late night at the Corporate Adviser Awards, I will do my best. Clients who went in to drawdown at the dawn of the pension freedoms may now be faced with a pension pot worth about 20%...
by Miranda Seath | 11 February 2016 | Archive
Nucleus has a clear digital agenda for the year ahead. It was the first to re-platform to Bravura Sonata in 2014: a brave – and at times painful – move. However, clearing that re-platforming hurdle has freed up time to focus on its front-end technology. This puts it...
by Danby Bloch | 05 February 2016 | Archive
Platforms and advisers – especially advisers – are going to find it a lot harder to ignore peer to peer (P2P) lending in the coming year. Two important events will drive this market in the coming few months: P2P lending will qualify as an ISA investment...
by Julliette Curtis Hayward and Miranda Seath | 03 February 2016 | Archive
Our latest adviser platform research provides in-depth insight into trends in the adviser platform market. We analyse platform performance based on AUA, sales data and adviser ratings and drill down into the factors affecting performance of the individual platforms....
by Julliette Curtis Hayward and Sophie Huang | 03 February 2016 | Archive
Over 50% of advisers tell us they use multi-manager/multi-asset funds however asset flows seem to be stalling, the less mature D2C space looks much more positive. In the final update of our Fund Distribution 2015 series: Multi-Manager in Focus we look at the trends...
