(I made edits to this at 7.30pm on 4/5/16 to update on the Architas deal, pricing reviews and the purchase price). Well, I was never going to be able to
Just a quick few thoughts on the news from Aviva today that it plans to migrate its platform from Bravura to FNZ. For those not intimately involved, Bravura and FNZ,
Well now, the IA has just put out its stats for tax year end (TYE) 2015/16 and it’s not nice reading. The full release is here but this table which
After a quiet few months in platform land it feels like things are about to change, and potentially quite dramatically. There are a number of rumours doing the rounds, here,
We’ve already taken a light touch (ahem) look at the FAMR report overall but, in among all the consultations and not consultations and the stuff that is actually going to
So we haven’t had any large price changes for a while, hence no pricing blogs. A debt of thanks, then, to Alliance Trust Savings (ATS) who upped its fixed fee
The first challenge of the FCA’s TR16/1 Assessing Suitability: Research and due diligence of products and services was trying to work out what had happened to the rest of it.
Dearly beloved. We are gathered here today To quote Shaun Sandiford of Octopus, “man that was good“. A HUGE thank you to everyone who came to #langcatdeadX, deep down in
The platform market is maturing and a natural by-product of this is increasing merger and acquisition speculation. This, along with ever improving due diligence practice, has brought the issue of
The exciting ever changing world of platforms. The current state of the UK platform market is as exciting as it’s been for a long while, and in our view there
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
