by Andrew Ashwood | 11 May 2018 | Archive
The debate rages on as to whether financial advisers should look after their clients’ investments and manage portfolios in-house or outsource them to a DFM. Following the RDR there was an uptick in advisers going down the outsourced route but in recent years we have...
by Rodolfo Crespo | 04 May 2018 | Archive
Platform growth has accelerated across Europe. Assets under administration on platform are just shy of €2.5 trillion as at end of 2017. B2B platforms are four times bigger than direct platforms. While digital investing is the only way going forward it doesn’t have to...
by Jeremy Fawcett | 27 April 2018 | Archive
However much a company tries to do the right thing, sometimes it’s really hard to deliver the service it sets out to offer. TSB has worthy values – straightforward, transparent and responsible. It also has 8,500 staff working to meet the needs of customers, but people...
by Jeremy Fawcett | 20 April 2018 | Archive
A key objective of the RDR was to create an industry with more clarity for consumers around products and services. However, according to our latest research, British investors do not feel better informed on fund costs than other Europeans: The proportion of British...
by Arun Shrestha | 13 April 2018 | Archive
We know that robo propositions make up the fastest growing segment of the direct to consumer market in the UK and across Europe they now manage over €10bn. But while the growth story is impressive, acquisition is a real struggle. One global trend is robos looking to...
by Miranda Seath | 06 April 2018 | Archive
A quiet revolution is taking place in asset management and it relates to how we measure value. The implications could stretch beyond asset managers and across the value chain if the FCA extends the framework that it sets out in the latest AMMS policy statement to...
