by Heather Hopkins | 08 July 2016 | Archive
It’s been a rocky week for the markets and for retail investors. Platforms and financial advisers tell us that sales were slow pre-referendum and things picked up in the days following the vote. But advisers also tell us that they are getting a lot of enquiries from...
by Heather Hopkins | 27 May 2016 | Archive
Is technology the silver bullet to boosting access to advice? This was the topic of a panel I chaired yesterday at the Money Marketing Interactive conference, where the use of technology was a common thread throughout the day. Growth rates for US robo advice providers...
by Heather Hopkins | 20 May 2016 | Archive
We are often asked how we see the financial advisory market taking shape in the coming years. We expect to see continued consolidation and automation bringing efficiencies to improve adviser productivity. Demand will continue and we believe a human element will...
by Heather Hopkins | 06 May 2016 | Archive
It was a huge week for platforms. Standard Life announced its intent to acquire AXA Portfolio Services (including the Elevate platform) and Aegon announced that it would acquire BlackRock’s DC book of business. Some believe it is the start of a massive wave of...
by Heather Hopkins | 04 May 2016 | Archive
The acquisition of AXA Elevate makes Standard Life the third largest adviser platform based on retail assets with a combined AUA as at 31st December 2015 of £37.06. The acquisition puts Standard Life ahead of Old Mutual Wealth and behind Cofunds and FundsNetwork. We...
