by Miranda Seath | 23 October 2015 | Archive
In last week’s email, we hinted that robo-advisers could be coming to an office near you and asked if this posed another threat to the retail advice sector? We have long said that so-called “robo-advisers” (automated tools guiding investors to decisions) are a boon...
by Jeremy Fawcett | 16 October 2015 | Archive
This week Jeremy Fawcett (@jfawcett), Head of Direct, reveals the results of our recent test driving exercise for direct platforms… Today we publish our latest D2C update on the investor experience and we’re seeing improvements. It’s fashionable to bash financial...
by Sophie Huang and Heather Hopkins | 09 October 2015 | Archive
This week Heather Hopkins (@heatherahopkins) and Sophie Huang consider fees, transparency and the case for financial planning. How do IFAs select DFMs? A round of golf, a dinner a few times a year – these are some of the ways that the old school DFMs describe their...
by Heather Hopkins | 09 October 2015 | Archive
Click here to read our view of Alliance Trust Savings’ adviser platform proposition. The flat fee model is gaining traction and the firm is increasingly focussed on adviser platform assets. We expect to see some acquisitions in the near future for this ambitious...
by Heather Hopkins | 05 October 2015 | Archive
Today Platforum recognises the leaders in the retail investment platform market for excellence in the eyes of customers. Platforum awards are unique in that they are based on research and reflect the opinions and experiences of actual investors and financial advisers....
by Heather Hopkins | 05 October 2015 | Archive
Each quarter we survey financial advisers about the platforms they work with. Please rate your platform and receive a summary of the research findings as a thank you. Survey closes 16th October – so have your voice heard now! CLICK HERE TO FILL OUT THE...
