Our regular round-up of the latest insights on investment distribution
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
Autumn Statement: Putting Grey Gliders in a jam
Philip Hammond appeared to avoid throwing any deliberate hand grenades this Autumn Statement but reducing the Money Purchase Annual Allowance –the amount you can save into a pension once you have taken money out of it – may turn out to be more explosive than the...
Miranda Seath 25 November 2016
The Big Interview: Nucleus’ chair on how to make money out of platforms
Read the full article in Money Marketing.
Heather Hopkins 21 November 2016