Peace out from the lang cat
So that was the year that was. As I write this I’m on a train back to Edinburgh having missed the lang kitten v1.0’s carol concert. It’s been that kind of year. Work/life balance? Not so much. Never mind. Being a talking head is no fun if you can’t do a review of the year […]
Peace out from the lang cat
So that was the year that was. As I write this I’m on a train back to Edinburgh having missed the lang kitten v1.0’s carol concert. It’s been that kind of year. Work/life balance? Not so much. Never mind. Being a talking head is no fun if you can’t do a review of the year […]
An open letter to Hargreaves Lansdown
Dear HL Unlike many others in my sector, I’m a big fan of yours. I’m such a big fan that I’m a client – there, I’ve said it. And yes, I hold L&G and HSBC passive funds in my portfolio (such as it is). I’m not daft enough to think that I’m getting something for […]
Bosh, bish, the end of commish
Busy week this week. Now the FSA have only gone and published their latest Consultation Paper (CP) on the treatment of legacy assets as far as commission and adviser charging are concerned. The paper’s title is CP11/26 and it turns out to be rather important. First off, if you’re looking for it you can find […]
Bosh, bish, the end of commish
Busy week this week. Now the FSA have only gone and published their latest Consultation Paper (CP) on the treatment of legacy assets as far as commission and adviser charging are concerned. The paper’s title is CP11/26 and it turns out to be rather important. First off, if you’re looking for it you can find […]
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 […]
It’s D2C nite tonite!
Well, it’s been a busy few days in platformland. First of all there was a very interesting debate between Hugo Thorman of Ascentric/IFDL and David Ferguson of Nucleus on the importance or otherwise of owning your own technology. I was going to write a bit on that but ended up getting huffy about Active Member […]
