by Platforum | 02 December 2016 | Archive
Platforum awards are unique in that they are based on research and they reflect the opinions and experiences of actual investors and financial advisers. There are no judging panels and no shortlists. Our adviser platform awards are based on over 10,000 user reviews of...
by Platforum | 29 November 2016 | Archive
Platforum Awards 2016 winners: Adviser platforms awards: Best Adviser Platform Over £10bn: Transact Best Adviser Platform Under £10bn: Parmenion You can watch our adviser interviews on Transact and Parmenion here Best Adviser Platform for Service: Transact...
by Platforum | 23 September 2016 | Archive
We all get swept away at awards dinners and are more likely to remember who won than why. Given that even The Great British Bake Off has a post-match analysis programme (An Extra Slice), perhaps we need one for industry awards. With this in mind, the Platforum pundits...
by Platforum | 01 July 2016 | Archive
“The great thing about today has been that all the conversations were about meeting customers’ needs and not products” – was how one delegate chose to describe the D2C and Digital Conference yesterday. The event was all about self-directed...
by Platforum | 24 June 2016 | Archive
It’s worth remembering that while aspects of financial services are international, some parts are very domestically oriented which is the case for much of retail financial services. What happens next is that financial advisers, DFMs and domestic retail fund groups...
