by Miranda Seath | 13 July 2018 | Archive
Our research with advisers identified lack of systems integration as the number one challenge to adviser firms becoming more automated and digital. So we have partnered with Origo to look at how platforms and adviser fintech can become better connected. You can find...
by Miranda Seath | 18 May 2018 | Archive
How are advisers advising in decumulation? That was the tongue twister we put to advisers this week at a roundtable discussion. There are clear differences in philosophy and approach for IHT planning, investment management, DB transfers and particularly around...
by Miranda Seath | 06 April 2018 | Archive
A quiet revolution is taking place in asset management and it relates to how we measure value. The implications could stretch beyond asset managers and across the value chain if the FCA extends the framework that it sets out in the latest AMMS policy statement to...
by Miranda Seath | 19 January 2018 | Archive
Sam Seaton’s energy and enthusiasm is infectious. An Aussie who has lived in the UK for over 20 years, she is the chief executive of personal finance management tool Moneyhub. Seaton is always thinking about people: what makes us tick, our behavioural traits, our...
by Miranda Seath | 19 January 2018 | Archive
The most important selection criteria for advisers choosing DFMs on platform are fees and charges, according to our research. There is little variation in the DFM fee on platform, so reducing the OCF of the underlying funds has become an important means of reducing...
