by Miranda Seath and Julliette Curtis Hayward | 20 November 2015 | Archive
In this week’s email, Miranda Seath (@SeathMiranda) and Juliette Curtis Hayward share their thoughts on platform models and ownership, an issue highlighted by adviser opinion expressed in the Q3 adviser survey. This week we published our quarterly adviser platform...
by Miranda Seath and Heather Hopkins | 13 November 2015 | Archive
This week, Heather Hopkins (@heatherahopkins) and Miranda Seath (@SeathMiranda) give an update on Platforum’s recent survey of Employee Benefit Consultants, Corporate Advisers and Employers as part of our Workplace Savings Research. Our recent survey of Corporate...
by Miranda Seath | 09 November 2015 | Archive
When it launched in 2009, Aviva famously sought to become the secondary platform of choice for advisers. More recently, however, it has become quietly ambitious, steadily increasing its share of business from existing users.It is winning business from new sources...
by Heather Hopkins | 06 November 2015 | Archive
After our Friday missive last week on the future of platforms we had a few queries about the rise of DFM assets on platform. We are hearing consistently from advisers that they would like to see more DFM managed assets on platform. Advisers have well-founded...
by Heather Hopkins | 30 October 2015 | Archive
Are there any investment platforms left that aren’t up for sale? One could be excused for thinking that a quizzical faint-heartedness has struck the industry’s leaders, heads of adviser platforms in particular. Investment platforms are the preferred route to market...
by Miranda Seath | 26 October 2015 | Archive
Ascentric’s parent company,Royal London, sold the client book of its D2C proposition Fundsdirect in 2015, signalling a clear intent to concentrate on providing services to the intermediary market. However, we have seen a shift away from advisers using Ascentric...
