07 May Is cash still king in a crisis?
Posted at 13:23h
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In an uncertain world, the temptation to look to cash as a safe haven could...
Archive
17 Mar Platforms face difficult year
Posted at 10:13h
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Aviva’s adviser platform had ‘exceptionally strong’ flows in the last quarter of 2019 after it...
17 Oct How to spot a next-generation advice firm
Posted at 10:12h
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At Money Interactive, panellists were asked: what makes a next-generation advice firm?...
18 Jul Will Schroders be a ‘breeding ground’ for independent advice?
Posted at 10:00h
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A platform consultancy has argued the recruitment drive at Schroders Personal Wealth could be a...
18 Jun Invesco MPS labelled a justification for advisers higher fees
Posted at 09:00h
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A model portfolio service (MPS) launched by Invesco and powered by Intelliflo has been described...
04 Apr Platforms adding needless tools in ‘paranoid’ bid for survival
Posted at 15:16h
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Experts claim platforms are “running scared” and creating investment research tools that advisers do not...
21 Feb Exit charge calculator for platforms
Posted at 14:23h
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Advisers and investors are often fed up with the platforms they use and would like to switch to a new provider, but a major deterrent is the exit fees that some platforms charge.
02 Oct The Essential Guide to the UK Fund Distribution Landscape
Posted at 08:30h
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The UK fund industry is the largest domestic and most dynamic fund market in Europe with assets of £1.2trn (June 2018). Fund groups from all over the world arrive in the UK to sell their funds, but find it difficult to gain a foothold. On the surface the distribution opportunities seem substantial, but the landscape is complex, multi-layered and advice-driven and fund groups will need multi-channel strategy to succeed.
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