Our regular round-up of the latest insights on investment distribution
What the robots have got wrong – and what they ought do
“Simple fees,” boasts one robo proposition, “And certainly no hidden charges.” Says another: “Straightforward. How fees should be.” A third exclaims: “Fees with nothing to hide.” But I believe the bots have a few loose screws. When you think more about the market,...
Heather Hopkins 23 June 2017
Platforum comments on Standard Life’s potential merger with Scottish Widows
Miranda Seath, Head of Intermediary Research, comments: A merger between Scottish Widows and Standard Life would create a combined group with assets under management in DC schemes north of £70.6 billion – making it the largest defined contribution player by assets....
Miranda Seath 19 June 2017
The adviser’s succession dilemma
Sell out to a consolidator, merge with a likeminded competitor or help the next generation within the firm to buy you out? Put crudely, these are generally the main choices facing a few thousand owners of adviser businesses who are now in their 50s or older....
Heather Hopkins 16 June 2017
“Embrace the squeeze”: The solution to just about everything
We said in January in our Platforum Perspectives that fund managers should embrace the squeeze. Our latest investor research reveals that lower average fund management fees may actually spur appetite for actively managed funds. Also, the research noted that high...
Heather Hopkins 09 June 2017
Platforum announces key promotions to senior management team
Steve Newbold, Divisional Managing Director commented: “Platforum is a key growth brand for Centaur Media and the insight and expertise offered by this subscription brand is core to our on-going business transformation. We are pleased to continue to invest in the...
Andrew Ashwood 07 June 2017
Digital Mindset
Jeremy: In terms of your own personal investment journey, can you pick out any areas that have changed as a result of digitalisation? Ashley: I have an IFA and various investments that are largely managed on the Transact platform though I also use Hargreaves...
Jeremy Fawcett 02 June 2017