Our regular round-up of the latest insights on investment distribution
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...
Rodolfo Crespo 21 October 2016
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...
Heather Hopkins 14 October 2016
The big themes from Platforum 2016
Click here to view video Hot on the heels of Platforum - The Retail Investment Conference 2016, Jeremy Fawcett, Head of Direct, Platforum and Heather Hopkins, Research director, Platforum talk smart consolidation, technology and digital innovation and investment...
Arun Shrestha 14 October 2016
Headline Findings Platforum’s Passives, ETFs & Smart Beta Research
Click here to view video Jeremy Fawcett, Head of Direct, Platforum and Miranda Seath, Senior Researcher, Platforum discuss the headline findings from Platforum's latest report UK Fund Distribution Guide: Passives, ETFs and Smart...
Miranda Seath 13 October 2016
Adviser platforms too passive in the provision of ETFs
Some people will be relieved to see Nutmeg announcing a £9m loss, but we think that this masks some important pointers for financial advisers. Nutmeg had good revenue growth through 2015 and is rumoured to be close to the £500m AUM mark today. If it can contain its...
Jeremy Fawcett 07 October 2016
The wacky world of adviser platform pricing
Platform pricing models can be complicated at best to understand. From tiered pricing structures, to ‘pay what you see’ models and the slightly more elusive flat rate fees, everyone has a different idea on what they should be charging and how they should be doing...
Andrew Ashwood 30 September 2016