Our regular round-up of the latest insights on investment distribution
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
Not a Soggy Bottom in Sight at the Schroders UK Platform Awards
We all get swept away at awards dinners and are more likely to remember who won than why. Given that even The Great British Bake Off has a post-match analysis programme (An Extra Slice), perhaps we need one for industry awards. With this in mind, the Platforum...
Platforum 23 September 2016
Uncertainty in the Face of Retirement
Some Bank of England officials know that they can retire on their 60th birthday with a pension income touching £100k. Not the case for most of us. Do you know when you will retire? Do you expect to work into retirement? Do you know what income you will have in...
Heather Hopkins 16 September 2016