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 […]
The irresistible decline of provider extranets?
Just a short post, inspired by a piece I saw recently from a platform user. His thing was that other than trading, he used very little of the reporting or client management functionality that his chosen platform bundled in (he happened to use CoFunds but it could’ve been anyone). Instead of relying on the platform […]
The irresistible decline of provider extranets?
Just a short post, inspired by a piece I saw recently from a platform user. His thing was that other than trading, he used very little of the reporting or client management functionality that his chosen platform bundled in (he happened to use CoFunds but it could’ve been anyone). Instead of relying on the platform […]
Specific gravity, the secret of a good client proposition?
I’ve been taking a little time this morning to read the results of the RBS customer charter. The headlines are that it’s a curate’s egg, good in parts. Incidentally, if you want to know where the phrase ‘curate’s egg’ comes from, it’s from this 1895 Punch cartoon. It’s all part of the service here at […]
Specific gravity, the secret of a good client proposition?
I’ve been taking a little time this morning to read the results of the RBS customer charter. The headlines are that it’s a curate’s egg, good in parts. Incidentally, if you want to know where the phrase ‘curate’s egg’ comes from, it’s from this 1895 Punch cartoon. It’s all part of the service here at […]
Johnny shall have a new master
See saw, Marjorie Daw, Johnny shall have a new master, He shall have but a penny a day, Because he can’t work any faster. Speaking recently at an Insurance Society of Edinburgh do at a newly-yellow-pointed-hatty Standard Life House, I had occasion to muse publicly on seesaws and their unique relevance to the UK life […]
Johnny shall have a new master
See saw, Marjorie Daw, Johnny shall have a new master, He shall have but a penny a day, Because he can’t work any faster. Speaking recently at an Insurance Society of Edinburgh do at a newly-yellow-pointed-hatty Standard Life House, I had occasion to muse publicly on seesaws and their unique relevance to the UK life […]
Flogging meat to the vegetarians
My good friend Alsy – the finest web manager in the third sector – sent me this story and it seemed pretty relevant as our industry tries to work out how to market itself better. Our hero is a fella by the name of Mac Macintosh. I suspect that is not his real first name. […]