by Andrew Ashwood | 17 November 2017 | Archive
With the loss of two big name brands in the adviser platform sector, the Platforum assets under administration tables are going to have something of a different look and feel about them. This weekend the England rugby team will line up against Australia in the Old...
by Andrew Ashwood | 07 November 2017 | Archive
New research from Platforum looks into the pricing of adviser platforms, running a series of pricing comparisons across a range of portfolio sizes for both buy and hold investors (low turnover) and model portfolio investors (high turnover). The adviser platform market...
by Andrew Ashwood | 27 October 2017 | Archive
2017 has seen a flurry of movement on the pricing front with seven platforms amending their pricing models. Despite this activity, average charges have remained constant from August of last year. The current situation for platform charging is as follows: Average...
by Andrew Ashwood | 02 October 2017 | Archive
This quarter we put the platforms through their paces by road testing them to get a better measure of usability and functionality. We have done this through a combination of platform demos and viewing live accounts alongside financial advisers and paraplanners....
by Andrew Ashwood | 07 June 2017 | Archive
Steve Newbold, Divisional Managing Director commented: “Platforum is a key growth brand for Centaur Media and the insight and expertise offered by this subscription brand is core to our on-going business transformation. We are pleased to continue to invest in the team...
