The fund supermarket Celebrity Deathmatch

Things are hotting up. Hot on the heels of CoFunds announcing that they were going to give fund managers a really sore Chinese burn if they didn’t launch ‘clean’ share classes, those wacky pranksters at Skandia came out in favour of the current 150bps (or whatever) class. The idea for them is that they can […]

A year in the life of the lang cat

Just a short post, and a touch self-indulgent (or more so than usual), if you’ll forgive. A year ago today I cut the cord with the mighty Standard Life, put my pass, phone, laptop and other bits and bobs in a locked drawer and went out the twirly doors for the last time. It’s been […]

A year in the life of the lang cat

Just a short post, and a touch self-indulgent (or more so than usual), if you’ll forgive. A year ago today I cut the cord with the mighty Standard Life, put my pass, phone, laptop and other bits and bobs in a locked drawer and went out the twirly doors for the last time. It’s been […]

Cofunds get their transparency on

So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the gang told us about their plans for unbundling and changing the Cofunds proposition over the next year or so. I’ve been looking forward to this announcement as I am a bit of a fan of […]

Cofunds get their transparency on

So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the gang told us about their plans for unbundling and changing the Cofunds proposition over the next year or so. I’ve been looking forward to this announcement as I am a bit of a fan of […]

Apples and oranges

Last week I wrote nice things about Fidelity and their transparent disclosure of fund manager rebates. This week I find myself back wrestling opacity again, and it reminds me how difficult it is to perform meaningful comparisons between old and new world. To many people outside the platformerati (you’re welcome) with highly-evolved scepticism, platforms are […]

Apples and oranges

Last week I wrote nice things about Fidelity and their transparent disclosure of fund manager rebates. This week I find myself back wrestling opacity again, and it reminds me how difficult it is to perform meaningful comparisons between old and new world. To many people outside the platformerati (you’re welcome) with highly-evolved scepticism, platforms are […]

High Fidelity

Well, this is a turn-up for the books. Fidelity FundsNetwork (the SPECTRE of fund supermarkets to Skandia’s SMERSH) has announced that it’s going to start publishing the rebates it receives from fund managers. Money Marketing has the skinny here. A couple of things jump to mind: Well done. Yes, Fiddy would have had to do […]

High Fidelity

Well, this is a turn-up for the books. Fidelity FundsNetwork (the SPECTRE of fund supermarkets to Skandia’s SMERSH) has announced that it’s going to start publishing the rebates it receives from fund managers. Money Marketing has the skinny here. A couple of things jump to mind: Well done. Yes, Fiddy would have had to do […]

Impact of poor service

/ White papers

The Impact of Poor Service

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.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

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.

/ White papers

Answering the Call

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.