by Heather Hopkins | 11 November 2016 | Archive
Earlier this week – before I drowned myself in dark chocolate and red wine in an attempt to make sense of the world – we held a roundtable in London with platforms, asset management firms and financial advisory firms about tracker funds and ETFs. One attendee asked:...
by Heather Hopkins | 14 October 2016 | Archive
Our tenth annual conference, Platforum 2016, is now behind us. We thank attendees, sponsors, speakers and the conference chairman, Peter Mann. Many fascinating themes emerged throughout the day; I want to pick up a few. Fee pressure I raised fees in my opening remarks...
by Heather Hopkins | 16 September 2016 | Archive
Some Bank of England officials know that they can retire on their 60th birthday with a pension income touching £100k. Not the case for most of us. Do you know when you will retire? Do you expect to work into retirement? Do you know what income you will have in...
by Heather Hopkins | 02 September 2016 | Archive
At Platforum, we are often asked whether we believe assets on retail adviser platforms will continue to grow. The simple answer is “yes”. The most important reason is rising stock market prices. But some people tell us that they suspect that the proportion of assets...
by Heather Hopkins | 15 July 2016 | Archive
We had the good fortune to sit round a few tables this week – round, horseshoe, oval and others – discussing the implications of the Brexit vote for the UK’s retail investment industry. Participants ranged from financial advisers to heads of sales at fund groups and...
