A ‘third way’ approach on DFMs
Ben Peele at PortfolioMetrix notes a shift in the way advice firms are working with DFMs away from the usual bespoke service.
WHAT NO LISA?
The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings from this quarter’s smorgasbord. In each quarter, we take a detailed look at one area of platform propositions. This quarter, because it’s so topical, we’re […]
WHAT NO LISA?
The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings from this quarter’s smorgasbord. In each quarter, we take a detailed look at one area of platform propositions. This quarter, because it’s so topical, we’re […]
YOU CALL THAT A PLATFORM RE-PRICE? AJ BELL YOUINVEST FLASHES ITS NEW CHARGES
It was only a few days ago that I turned to one of my colleagues (I can’t remember who it was. It doesn’t matter, it’s not that great an anecdote and there’s at least a 50% chance I’m making it up anyway.) and complained that there’s not been a re-price in the direct-to-consumer market for […]
YOU CALL THAT A PLATFORM RE-PRICE? AJ BELL YOUINVEST FLASHES ITS NEW CHARGES
It was only a few days ago that I turned to one of my colleagues (I can’t remember who it was. It doesn’t matter, it’s not that great an anecdote and there’s at least a 50% chance I’m making it up anyway.) and complained that there’s not been a re-price in the direct-to-consumer market for […]
Nothing to do with buses
Hello again. You know what they say; platform pricing changes are like buses. You wait ages for one to come along and then! Actually, no-one says that. It’s a rubbish analogy. And the buses around here are pretty good. Anyway. Yes, only a week ago we were digesting the pricing changes made by Ascentric, and […]
Nothing to do with buses
Hello again. You know what they say; platform pricing changes are like buses. You wait ages for one to come along and then! Actually, no-one says that. It’s a rubbish analogy. And the buses around here are pretty good. Anyway. Yes, only a week ago we were digesting the pricing changes made by Ascentric, and […]
Cards on the table: Ascentric goes all-in
It’s been ages since I’ve blogged, mainly as it’s been a while since a provider made a big pricing shift. Most of the activity on that front in recent times has understandably focused on changes to SIPP and drawdown fees following the budget. Quite a number have trimmed charges, with some removing them altogether. Which […]
Cards on the table: Ascentric goes all-in
It’s been ages since I’ve blogged, mainly as it’s been a while since a provider made a big pricing shift. Most of the activity on that front in recent times has understandably focused on changes to SIPP and drawdown fees following the budget. Quite a number have trimmed charges, with some removing them altogether. Which […]
Graham Greene gets insured fund economics
The first blog from me for a very, very long time. Once you get out the habit of this stuff it’s hard to get back into it. Never mind, here we are now. I know how you’ve all missed it, so much so that you’ve barely felt able to articulate how keenly you feel its […]
