Our regular round-up of the latest insights on investment distribution

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...

Let’s get digital

My wife often quips, “Your phone won’t grow old but I will!” And the fact is that we have all become addicted to our mobile phones. Nearly everyone (about 80% of the population) in Britain now owns a smartphone. 52% scramble to grab their phone within 15 minutes of...

MiFID II: the road trip

All set for a rebate-free world? We’ll keep you in suspense Platform pricing in the UK has fallen since the RDR with a range of ramifications for companies across the value chain. This should sound a warning signal for platforms in continental Europe in the run up...

Fees, Adviser in a Box, Retirement

Our tenth annual conference, Platforum 2016, is now behind us. We thank attendees, sponsors, speakers and the conference chairman, Peter Mann. Many fascinating themes emerged throughout the day; I want to pick up a few. Fee pressure I raised fees in my opening...