Our regular round-up of the latest insights on investment distribution
Platforum Predicts
Last week, we promised that we would bring you our predictions for 2016 in our Friday email. Each of us has put our neck on the line with predictions for how the investment industry will change and evolve in 2016. Tweet your predictions using hashtag...
Platforum Team 18 December 2015
Fidelity FundsNetwork focuses on service excellence for advisers
Fidelity FundsNetwork had a busy 2015: completing the conversion to clean shares, pushing ahead with re-platforming to Bravura’s Sonata solution and introducing a wider range of third-party investment products. We look ahead to where the platform is investing...
Miranda Seath 16 December 2015
Platforum Workplace Savings Guide – Workplace savings providers and employee engagement
The workplace savings market is attracting a great deal of attention. Many consider it the best opportunity to close the savings gap. With auto-enrolment (AE) having been rolled out across large employers and SMEs currently staging, unprecedented numbers of...
Heather Hopkins 15 December 2015
Fallout from 2015 Platforum predictions
This week, @heatherahopkins reviews the Platforum team’s predictions for 2015 -- where we hit or missed the mark. While each of the last 365 days seems to have whizzed by, looking back it feels like a long time since we wrote our Platforum predictions for 2015....
Heather Hopkins 11 December 2015
Platforum’s Profile on Cofund’s Platform Proposition
Cofunds found itself in choppy waters in Q2 2015, following rumours of a sale. Significant institutional outflows stunted net sales as a result but, as we approached the end of 2015, there were signs that the platform had steadied its ship. Uncertainties over...
Miranda Seath 04 December 2015
Robos in the workplace
This week Jeremy Fawcett (@jfawcett), Head of Direct, looks at new technology for workplace savings on the eve of the publication of our latest Workplace Savings Guide… Recent McKinsey research shows that chief execs and landscape workers are unlikely to be...
Jeremy Fawcett 04 December 2015