Clean is the new dirty
Hello and welcome to the first lang cat blog of 2013. At least the first blog on this site, I,ve been doing some posting over on Adviser Lounge, which is worth a visit if you haven,t already. So the hot issue at the moment, now that RDR is here, is fund rebates and their wily […]
My life as a pie chart
So I came across this article today, called Retiring The Portfolio Screenshot. I opened it thinking it was something about what clients see about their investments on wrap platforms. But it isn’t. It’s about creative types doing better demos of the work they’ve done for clients. So, you know, whatever and good luck to them […]
Just write the cheque already
Well, that’s been fun. The last 24 hours or so have seen a flurry of to-ing and fro-ing as a result of a Dear Compliance Officer letter from the FSA that landed on desks yesterday.It’s all to do with adviser charging and making sure platforms / providers can be really sure that clients have stuck […]
Noddle use required
So I had an interesting day yesterday at the Platforum regional roadshow in sunny Polmont (aim for the big oil refinery, you can’t miss it, unless you’re Holly). Lots of good sessions, free flip-flops on the Aviva stand and, most importantly, Rory Percival, the FSA’s technical specialist on platformy things. Incidentally, Glasvegas wrote a song […]
Don’t take us for idiots
In an earlier post, I had a bit of a go in an open letter at direct-to-customer platform giant Hargreaves Lansdown over their charging structure. Lots of people seemed to agree, and I’m pleased to say that…it’s made not the slightest bit of difference. That’s the power of social media. Or something. At the moment, […]
Don’t take us for idiots
In an earlier post, I had a bit of a go in an open letter at direct-to-customer platform giant Hargreaves Lansdown over their charging structure. Lots of people seemed to agree, and I’m pleased to say that…it’s made not the slightest bit of difference. That’s the power of social media. Or something. At the moment, […]
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 […]
