Happyish New Year – ATS hikes its charges
Well, here we are on the last day of 2013 and I’m writing about platform pricing. Plus ca change, and all that. Our subject today – and I’ll be brief – is Alliance Trust Savings (disclosure: ATS is a client of the lang cat), which has hiked its price for both advised and direct customers. […]
FG12/16 – left a bit…right a bit…no, as you were.
Selfishly, FSA have just published their Finalised Guidance paper FG12/16 on Centralised Investment Propositions and replacement business. I say selfishly, because I’ve been out all week and am trying to catch up with some stuff and instead I’ve had to read the paper and do this blog. Most of it is the same stuff as […]
What Tom Waits has to say about legacy business
First off, it’s been a shockingly long time since I wrote this blog. Poor form, been busy, blah blah. How’ve you been? Yes, yes I know. Yes, it is worrying. No, I don’t think putting a Greek island in your SIPP is a good idea. Shall we? Some years ago, when tripartite DFM agreements were […]
What Tom Waits has to say about legacy business
First off, it’s been a shockingly long time since I wrote this blog. Poor form, been busy, blah blah. How’ve you been? Yes, yes I know. Yes, it is worrying. No, I don’t think putting a Greek island in your SIPP is a good idea. Shall we? Some years ago, when tripartite DFM agreements were […]
The right number of platforms to use
So this is something that came up in the sessions I did last week at the PFS conference (and a very good conference it was). How many platforms should an IFA practice use? My glib answer on the day was 2.8. The real answer though is only a little less glib. You should use the […]
The right number of platforms to use
So this is something that came up in the sessions I did last week at the PFS conference (and a very good conference it was). How many platforms should an IFA practice use? My glib answer on the day was 2.8. The real answer though is only a little less glib. You should use the […]
Prix de l’ARC – Aegon hit the wrap market
So after writing up Cofunds‘ new charging structure a couple of months ago, I think I’d better do the same for the newest kids on the platform block, Aegon. Before I do, I think we should take a moment to congratulate Aegon on a) getting to market and b)being really open, upfront and transparent about […]
Prix de l’ARC – Aegon hit the wrap market
So after writing up Cofunds‘ new charging structure a couple of months ago, I think I’d better do the same for the newest kids on the platform block, Aegon. Before I do, I think we should take a moment to congratulate Aegon on a) getting to market and b)being really open, upfront and transparent about […]
How to win Platform Of The Year – Guaranteed!*
The platform industry’s annual beano has been and gone once again. And amongst the usual suspects and the ever-lengthening category names (hard to type when you’re tweeting the results, are you listening Clive?) there were a couple of real stand-out results for me. First, Scottish Widows took Best New Platform with mymoneyworks. As the judges […]
How to win Platform Of The Year – Guaranteed!*
The platform industry’s annual beano has been and gone once again. And amongst the usual suspects and the ever-lengthening category names (hard to type when you’re tweeting the results, are you listening Clive?) there were a couple of real stand-out results for me. First, Scottish Widows took Best New Platform with mymoneyworks. As the judges […]
