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Our CEO, Bella Caridade-Ferreira, sat down to take part in an industry podcast with Octo Members. Octo is the first app-based private community for UK financial services professionals, where advisers, fund managers, wealth managers and professional consultants can come together to share knowledge and best practices.
A lot has happened in the world of platforms this week — most of it in Scotland.
The regulator published its much-anticipated policy statement on defined benefit transfer advice.
After a couple of months of speculation, M&G has reached an agreement with Royal London to purchase its platform, Ascentric. The deal, subject to FCA approval, brings £14bn of assets and over 90,000 clients to the M&G, in what seemed at first like an oddly timed move.
Old Mutual Wealth announced it is simplifying its charging structure and expanding its client linking feature to offer discounts to family members. Both changes come into effect in April 2020.
Hargreaves Lansdown published its interim results on Friday. Chris Hill, CEO, stated that the platform will be introducing changes to its research process with the aim of providing more detail and greater transparency. There will also be new functionality for customers who want a deeper, more autonomous dive into fund research.
The first day of the Chinese New Year, also known as the Spring Festival or the Lunar Near Year, fell at the weekend on Saturday 25 January. It also heralded the start of the year of the Rat, the first in the 12-strong Chinese zodiac.
Ethical, responsible, sustainable, eco-friendly, green. The last few years has seen a dramatic rise of these buzzwords across all products and sectors. The public is far more conscious about its impact on the world. As a result, companies are keen to be, or at least perceived to be, as responsible and doing their part to improve the environment and society at large.
Standard Life gave its customers an early Christmas present today, announcing lower fees on the Standard Life Wrap and introducing the Drawdown Price Lock.
It feels like I've been writing US-China trade wars and Brexit in investment commentaries since the Flood. Potential new investors have been spectating for months, waiting for resolution of these issues, particularly given 2018's annus horribilis where cash was king (if a less-than-generous one).