by Jeremy Fawcett | 17 August 2018 | Archive
This week, Charles Stanley Direct hiked its headline platform fee from 0.25% to 0.35%. The company blames the increase in charges on the tech investment required to provide a top service (having scooped the Platforum Best Direct Platform for Customer Service award...
by Jeremy Fawcett | 06 July 2018 | Archive
Many of the UK and continental Europe’s distribution experts gathered at Platforum ID – the Investment Distribution Conference this week. Like so many good conversations, you tend to come out with more questions than you went in with. Intermediated distribution was...
by Jeremy Fawcett | 22 June 2018 | Archive
Last week’s acquisition of end-consumer engagement platform, rplan, by InvestCloud, is another tech play for asset managers and providers, hot on the heels of Invesco’s acquisition of Intelliflo. Having been an early user tester back in 2011, I’ve followed the rplan...
by Jeremy Fawcett | 08 June 2018 | Archive
Invesco’s acquisition of Intelliflo is an example of how fintech can help asset managers get closer to financial advisers. We covered financial advisers’ use of Fintech and Digital in our recent report on the UK adviser market, and found that 29% use Intelliflo’s back...
by Jeremy Fawcett | 01 June 2018 | Archive
Asset managers are thinking hard about distribution opportunities in 2018 and the role of their brands. Cognitive science looks at how the brain interprets marketing and to some extent this boils down to a battle of ‘head’ versus ‘heart’. Do consumers make decisions...
