Drowning in the D2C value pool
Another week, another D2C platform’s details start to emerge. No names, no pack drill in deference to the journalist who’s writing it up, but by our count that’s the 33rd contender vying for the self-directed market. We’ll see another couple by the end of the year. Irrespective of the relative merits in terms of proposition, […]
Disclosure despair: breaking the cycle
Today (13 May 2014) The FCA published the outcome of a thematic review into how fund charges are presented to customers. I encourage you to read it here. It’s only 13 pages long, including the covers and all that, and is clearly and concisely written. They had to, really! In common with the issue of […]
Disclosure despair: breaking the cycle
Today (13 May 2014) The FCA published the outcome of a thematic review into how fund charges are presented to customers. I encourage you to read it here. It’s only 13 pages long, including the covers and all that, and is clearly and concisely written. They had to, really! In common with the issue of […]
Trolling in the deep
So a funny thing happened to me today. Not funny ha ha, a funny peculiar sort of thing. You might find it funny ha ha, I don’t know. That’s the nature of perception, it’s individual. Anyway, Chris Gilchrist was writing a bit of an agent provocateur article about adviser charging in Money Marketing and used […]
Go where the risk is
So I just had a good chat with the entirely excellent Jun at Citywire about the FSA’s concerns on single platform usage, conflicts of interest, nasty letters and all that kind of thing. Also today, I read about FundsNetwork reanimating their £50/£100 bung for IFAs putting ISA cases onto their platform. And I’ve been hearing […]
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, […]
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 […]
He Who Must Not Be Named (For Copyright Reasons) & The Curse Of The IMA Sectors
As the sprawling and increasingly desperate Franchise That Would Not Die limps towards its close, I find myself pondering the power of naming. As any fule or fan of the spotty wizard kno, naming something gives you power over it, or calls it into being. This is roughly the same post-structuralist Weltanschauung that led Ferdinand […]