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 […]
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 […]
How to win Platform Of The Year – Guaranteed!*
The platform industry’s annual beano has been and gone once again. And amongst the usual suspects and the ever-lengthening category names (hard to type when you’re tweeting the results, are you listening Clive?) there were a couple of real stand-out results for me. First, Scottish Widows took Best New Platform with mymoneyworks. As the judges […]
How to win Platform Of The Year – Guaranteed!*
The platform industry’s annual beano has been and gone once again. And amongst the usual suspects and the ever-lengthening category names (hard to type when you’re tweeting the results, are you listening Clive?) there were a couple of real stand-out results for me. First, Scottish Widows took Best New Platform with mymoneyworks. As the judges […]
Cofunds get their transparency on
So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the gang told us about their plans for unbundling and changing the Cofunds proposition over the next year or so. I’ve been looking forward to this announcement as I am a bit of a fan of […]
Cofunds get their transparency on
So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the gang told us about their plans for unbundling and changing the Cofunds proposition over the next year or so. I’ve been looking forward to this announcement as I am a bit of a fan of […]
High Fidelity
Well, this is a turn-up for the books. Fidelity FundsNetwork (the SPECTRE of fund supermarkets to Skandia’s SMERSH) has announced that it’s going to start publishing the rebates it receives from fund managers. Money Marketing has the skinny here. A couple of things jump to mind: Well done. Yes, Fiddy would have had to do […]
