by Heather Hopkins | 05 May 2017 | Archive
Old Mutual Wealth’s decision to terminate its contract with IFDS and to engage FNZ for its platform upgrade is big news to industry pundits. But does it matter for financial advisers and their customers? Perhaps it is like the spark-plug in the racing car, the chip...
by Heather Hopkins | 21 April 2017 | Archive
The FCA announced this week that it will conduct an Investment Platform Market study to look at “how D2C and intermediated investment platforms compete to win new and retain existing customers.” Importantly, the FCA has the authority to look at competition, which is a...
by Heather Hopkins and Miranda Seath | 18 April 2017 | Archive
Heather Hopkins and Miranda Seath discuss fund distribution in the UK, the importance of financial stability and firms to keep an eye on in this short 5 minute video. Watch it now.
by Heather Hopkins | 18 April 2017 | Archive
According to Fidelity FundsNetwork head Pat Shea, the UK platform market has too many sub-scale players. Hear the rest of the story in Money Marketing.
by Heather Hopkins | 17 March 2017 | Archive
‘Financial stability’ is consistently among the top ‘musts’ of the perfect platform. Advisers rated it ahead of ‘low charges’ as the top ‘must’ in Q4 for the first time. But is all this just confirmation bias? In today’s email I will dig in to the detail of these...
