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 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 Heather Hopkins | 28 August 2015 | Archive
Just when financial professionals thought that lack of sunscreen or the Ashley Madison hack were their biggest worries, the world’s financial markets have been thrown into turmoil. Economic woes in China, fragility in America and uncertainty in Europe may well...
by Heather Hopkins | 27 August 2015 | Archive
In response to the rumours that AXA is to sell its UK business, Platforum provides the following data on AXA’s adviser and D2C platform businesses. AXA Wealth Elevate – the adviser platform • AXA Wealth Elevate ranks 10th in AUA among adviser platforms as at 30th June...
