by Heather Hopkins | 02 October 2015 | Archive
Today, Heather Hopkins (@heatherahopkins), Research Director for Platforum, revels in the afterglow of Platforum 2015 — and elaborates on the concept of “The Grey Glide” Platforum 2015, our ninth annual conference, is behind us. As I sip my coffee (and gobble...
by Heather Hopkins | 25 September 2015 | Archive
This week, Heather Hopkins (@heatherahopkins), the Research Director for Platforum, talks about vertical integration and digital engagement. With less than a week until our annual conference on October 1st, we are dutifully preparing our remarks, double-checking our...
by Heather Hopkins | 16 September 2015 | Archive
Aegon is the youngest of the adviser platforms we consider but is the fastest growing. Assets under administration at the end of June were £4.63bn, up 139 per cent in the past year. Net sales figures remain strong, just shy of 90 per cent of gross sales. The...
by Jeremy Fawcett | 09 September 2015 | Archive
“The demand for advice has never been greater” according to Aegon UK’s CEO, Adrian Grace, talking with Platforum about how change in the sector is impacting the way consumers access investments. He sees the pension freedoms creating “a huge boom opportunity [for...
by Heather Hopkins | 08 September 2015 | Archive
Just when financial professionals thought lack of sunscreen was their biggest worry, the world’s stockmarkets have been thrown into turmoil. Economic woes in China, fragility in the US and uncertainty in Europe may well drive investors out of funds, which spells bad...
by Miranda Seath | 01 September 2015 | Archive
2015 witnessed a new era of pension freedoms and we wanted to hear Peter’s thoughts on what this actually means for savers and if it will change attitudes to long-term saving. We also quizzed him on the Financial Advice Market Review – or RDR II as it has inevitably...
