Our regular round-up of the latest insights on investment distribution
Why are employers overlooking financial advice in the workplace?
We were cheered to see that the Treasury has announced that from April 2017, consumers will be able to access up to £1,500 from their pension pot to spend on financial advice. Savers will be allowed to use the cash on up to three occasions in £500 chunks....
Miranda Seath 17 February 2017
The Big Interview: Parmenion boss on how low platform fees can go
Read the full interview in Money Marketing
Heather Hopkins 10 February 2017
DFMs in the advisory market
This week, five of the largest DFM firms – Brewin Dolphin, Brooks Macdonald, Investec Wealth & Investment, Quilter Cheviot and Rathbones – got together and launched an 'alliance' to sell financial advisers the benefits of outsourcing their investment function...
Danby Bloch 10 February 2017
Under the bonnet of fund research agencies: Dynamic Planner
Read the full article on Money Marketing
Rodolfo Crespo 08 February 2017
Fintech and the pension
Robo-advice hit the headlines again last week when Mark Carney upset the robo-advisers by linking the promise of fintech with the possibility of systemic risk. While the start-ups, sandboxes and incubators get all the attention, slowly but surely a quiet revolution...
Jeremy Fawcett 03 February 2017
The next big deal in the platform world
We think that there will be further M&A activity and consolidation of assets to a small number of platforms in the next five years. This is a prediction for the UK platform market but in the meantime, the largest platform by AUA in Europe (including the UK) is...
Rodolfo Crespo 27 January 2017