by Andrew Ashwood | 07 April 2017 | Archive
April. Spring has sprung and with it brings the start of the new tax year. Workers get a £500 rise in their tax-free Personal Allowance and ISA savers see their annual allowance rise to £20,000. But bubbling under the surface is a product that has been much-maligned...
by Andrew Ashwood | 04 November 2016 | Archive
Following this week’s publication of our Adviser Platform Pricing Guide, we focus on what adviser platforms are charging for their services. We think that the right conditions exist for platform pricing to take a further step downwards, driven by competitive pressures...
by Andrew Ashwood | 30 September 2016 | Archive
Platform pricing models can be complicated at best to understand. From tiered pricing structures, to ‘pay what you see’ models and the slightly more elusive flat rate fees, everyone has a different idea on what they should be charging and how they should be doing it....
by Andrew Ashwood | 22 July 2016 | Archive
Ah, summer. The Platforum team is bobbing in the Italian med with buckets of gelato back on the beach. OK, not really. In fact, we’re stuck in our offices like you. And it has been a busy week. Between publishing three reports (Consumer Insights update, the Sweden and...
by Andrew Ashwood | 01 February 2016 | Archive
Novia has stolen a march on many of its peers by forging ahead with bringing discretionary fund managers onto its platform. It offers access to a wide range of DFMs: currently 60 and counting. We take a look at why it has been so successful in attracting DFMs and what...
