The Top Class Wednesday Update works on all operating systems
Big week this week with abrdn’s AdviserOS announcement and news that M&G finally managed to get the PruFund range up on its platform.
Hello Fundment!
During the 2010s, several commentators were fond of sayings things like ‘within five years, there will only be four or five adviser platforms’. Their fantasy was that the behemoths would hoover up the smaller, generally start-up-based, platforms, thus preserving the traditional establishment’s grip on the UK retail investment market and enjoying a vertical integration-based nirvana. […]
WHAT NO LISA?
The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings from this quarter’s smorgasbord. In each quarter, we take a detailed look at one area of platform propositions. This quarter, because it’s so topical, we’re […]
WHAT NO LISA?
The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings from this quarter’s smorgasbord. In each quarter, we take a detailed look at one area of platform propositions. This quarter, because it’s so topical, we’re […]
3 into 1 does go – Raymond James mixes it up
Hello, hello, hot, isn’t it? Well, it is today; where today is the day I’m writing this, which is not necessarily the day you’re reading it. Such is the nature of producing stuff on the online internet superhighway; you can read it when you like, sort of thing. It might not be hot when and […]
the lang cat Guide To Platform Pricing – now live
So today the lang cat launches its very first commercially available market analysis report. Its title is ‘You want how much?’ and the subject, predictably, is platform pricing. We’re pretty excited about it. You can get a sneakypeeky here (just click on the image of the report). The cornerstone of the Guide is an analysis […]
Fashionably late – Skandia joins the transparency gang
There was SIMPLY NO WAY that I’d be able to let this go by. What a day for Skandia, and what a triumph of news management. With UK inflows on SIS dropping 40% and a reminder in the analyst statements that only £20bn or so of the near £40bn it’s credited with having is on […]
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 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 […]