Our regular round-up of the latest insights on investment distribution
The Rating Influence
Research agencies and their fund ratings seem to make the headlines every week. Many of the press and industry comments are negative – possibly when a flagship fund has lost a rating or more seriously where they raise doubts about the independence of the agencies’...
Rodolfo Crespo 09 December 2016
The Big Interview: How 7IM’s boss ‘lucked out’ on his path to industry leader
Read the full interview in Money Marketing.
Heather Hopkins 07 December 2016
Platforum Awards and Barclays Long-Anticipated Platform Launch
On a wintery Monday evening, the great and the good gathered beneath the stained glass windows of JP Morgan’s imposing great hall for the Platforum Awards hosted by JP Morgan Asset Management, (congratulations again to the winners, listed here). It’s a good moment...
Heather Hopkins 02 December 2016
Platforum Awards 2016 – Parmenion and Transact win Best Adviser Platforms under £10bn and over £10bn
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...
Platforum 02 December 2016
Platforum Awards 2016 – Categories and Winners
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...
Platforum 29 November 2016
The Big Interview: Sesame’s John Cowan on Marxism and advice machines
Read the full interview in Money Marketing.
Heather Hopkins 29 November 2016