Our regular round-up of the latest insights on investment distribution
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
Asset management to be more competitive… but uncapped
The FCA had a hunch that the asset management industry might be vulnerable to charges of fat cattery and that view is confirmed today in the interim report of the Asset Management Market Study. In the subtly understated words of Andrew Bailey this morning: “This is...
Jeremy Fawcett 18 November 2016
Platforms as “guiders”
Earlier this week – before I drowned myself in dark chocolate and red wine in an attempt to make sense of the world – we held a roundtable in London with platforms, asset management firms and financial advisory firms about tracker funds and ETFs. One attendee...
Heather Hopkins 11 November 2016