No escaping basic arithmetic – all about the ATS price changes
As 2016 breathes its last, we are plagued, sorry, blessed by a mini-flurry (Worst. Flurry. Ever.) of pricing changes from platforms. Last week we had Elevate / SL; this week it’s our Dundonian friends, Alliance Trust Savings. ATS is increasing its fixed fees on both direct and advised business, but offsetting that in part with […]
What’s 0.04% amongst friends? Standard Life hikes Elevate prices; causes eyebrow raising in Leith.
I’ve always liked folk who buck trends. Counter culture is my favourite kind of culture. So you’d think I’d be supportive of Standard Life’s decision to buck the downward trend of platform pricing by increasing Elevate’s charges. And in some ways I am. In others, though, I’m not, and I’ll tell you for why. It’s […]
What’s 0.04% amongst friends? Standard Life hikes Elevate prices; causes eyebrow raising in Leith.
I’ve always liked folk who buck trends. Counter culture is my favourite kind of culture. So you’d think I’d be supportive of Standard Life’s decision to buck the downward trend of platform pricing by increasing Elevate’s charges. And in some ways I am. In others, though, I’m not, and I’ll tell you for why. It’s […]
D2C’s big CPA day out: Nutmeg’s results and Vanguard’s plans
HEALTH WARNING: We’ve had some fun guessing at Nutmeg’s figures in this blog. Our guesses are just that, and we don’t make any claim for their accuracy. We’d love to have accurate figures, but until we do please treat any figures in red as (hopefully) interesting, but no more than that. If you’re interested in […]
D2C’s big CPA day out: Nutmeg’s results and Vanguard’s plans
HEALTH WARNING: We’ve had some fun guessing at Nutmeg’s figures in this blog. Our guesses are just that, and we don’t make any claim for their accuracy. We’d love to have accurate figures, but until we do please treat any figures in red as (hopefully) interesting, but no more than that. If you’re interested in […]
Slurp! Aegon eats Cofunds for BREAKFAST
(Journos reading this, any part of it is attributable if you want it.) So before we get into this, I need to tell you that the lang cat has been doing a wee smidge of work here and there on matters pertaining to the acquisition (posh) so if that bothers you, stop reading now. If […]
Slurp! Aegon eats Cofunds for BREAKFAST
(Journos reading this, any part of it is attributable if you want it.) So before we get into this, I need to tell you that the lang cat has been doing a wee smidge of work here and there on matters pertaining to the acquisition (posh) so if that bothers you, stop reading now. If […]
Aviva and FNZ up a tree, R-E-PLAT-FORM-I-N-G
Just a quick few thoughts on the news from Aviva today that it plans to migrate its platform from Bravura to FNZ. For those not intimately involved, Bravura and FNZ, along with GBST (disclosure: GBST is a client of ours) are the three big beasts of outsourced platform technology in the advised space. IFDS is […]
E-I-E-I-Oh, not that kind of FAMR then
We’ve already taken a light touch (ahem) look at the FAMR report overall but, in among all the consultations and not consultations and the stuff that is actually going to happen but will take time and the fact that aspects might get upended by MiFID II at some point over the next 18 months, lies […]
CHALLENGE, ACCEPTED
The first challenge of the FCA’s TR16/1 Assessing Suitability: Research and due diligence of products and services was trying to work out what had happened to the rest of it. The industry has been watching and waiting for, oh, ever to hear the FCA’s glad tidings on all things due dil. And what did we […]
