TEN THINGS WE LEARNED FROM STATE OF THE ADVISER NATION 2018. NUMBER 7 WILL DRIVE YOU WILD!
So, it’s my second to last working day before paternity leave starts and I’m ticking off items on the to-do list faster than an [insert witty metaphor here that I’m too busy to think of]. Our second annual State of the Adviser Nation (SOTAN from hereon) research is in the field and Chester McSillypants here […]
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 […]
Indebted to technology
One of the housekeeping points I chatted through recently with @theactualpolson was the matter of company expenses. As much as I left my old job on good terms I had to relinquish my beloved old company credit card, so I needed to apply for a new one to cater for the massive Lang Cat expense […]
Life is harder now (in investment outsourcing, anyway)
Earlier this week the lang cat and CWC Research launched Never Mind the Quality, Feel the Width, a new, in-depth study of the outsourced centralised investment proposition (CIP) marketplace. The report is made up of qualitative adviser and industry interviews by CWC Research, alongside quantitative analysis by the lang cat of a range of discretionary […]
Life is harder now (in investment outsourcing, anyway)
Earlier this week the lang cat and CWC Research launched Never Mind the Quality, Feel the Width, a new, in-depth study of the outsourced centralised investment proposition (CIP) marketplace. The report is made up of qualitative adviser and industry interviews by CWC Research, alongside quantitative analysis by the lang cat of a range of discretionary […]
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 […]
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 […]
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 […]