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 […]
LETTER FROM AMERICA: ALL THE MONEY IN THE WORLD
Big news today that BlackRock, which looks after more money than you can POSSIBLY IMAGINE, has bought the robo-adviser (and I might be sitting in New York but I’m still going to spell, adviser! correctly) FutureAdvisor for an undisclosed sum which the FT reckons is between $150m and $200m. OK, so a takeover, no biggie. […]
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, […]
What I learned at #langcatlive
Well, that was a blast. Our first ever solo event went pretty damn well, we exceeded our expectations on numbers, all the speakers were ace and Henry Cobbe of Birthstar stole the show with a blow-up doll joke. I say consider that day seized. As much for my remembrance as anyone else’s, here are a […]
Sparryheid and the Internet of Things
It’s summer 2010. The first investment platforms have just turned 10 years old. The digital revolution is in full swing. There is no One Direction. In a (sort of) alternate reality called THE PLATFORM WORLD a keen young development analyst (we will call her Janice) has, whilst on annual leave in that free thinking state […]
D2C #heatmaps – Update
With ISA season upon us, it’s time for a quick refresh of the lang cat pricing #heatmaps. There’s been a bit of activity recently in the market, so it’s worth having a very quick Woody’s Roundup of what’s been going on; Nutmeg complimented its ISA offering with the launch of a pension. Same charges apply. […]
Under penalty of death
(Mark writes: this is Terry’s very first blog as a feline at the lang cat – we’re chuffed to have him here. You can email him at terry@langcatfinancial.com) After last week, we’ve now had two budgets in a row, and a not really in autumn statement in between, that have changed the savings landscape forever. […]
D2C Platforms – the lang cat heatmaps
If you’ve come to this page looking for the latest lang cat D2C pricing tables, then you’ve hit an extraordinary stroke of luck. (Or just followed a link sent by us. Whatever) Attached below are 2 files showing the most up to date lang cat #heatmaps for D2C investment, one for ISA and one for […]
