BREXIT, GAME OF THRONES, AND THE INVESTMENT PLATFORMS MARKET STUDY. AND YOU.
As fans of a good box set will tell you, the trick is to keep the audience wanting more, but … Continued
MIFID II – HOW? WOW?
MIFID II – HOW? WOW? Yesterday I had the pleasure of taking part in the latest Paraplanner Howwow; a fun … Continued
NEW YEAR, NEW DISCLOSURE
Like a bad follow up album that no-one really wants, MIFID is back. 12 months ago we had the first … Continued
Robo Wars
It’s a tough job putting our annual guides together. For both our recently published Guide to Direct Platform Investing and … Continued
IT’S GROUNDHOG DAY. AGAIN
Can you remember what you were doing on 17 July 2017? If you work in platform land[1] chances are you … Continued
Assess THIS: our thoughts on the FCA’s Asset Management Market Study paper PS18/08
Today is a significant day for asset management in the UK. The Asset Management Market Study has taken a big … Continued
HMRC kill superclean funds?
Today’s announcement that, in the view of Judge Thomas Scott, HMRC have been incorrectly treating fund rebates as taxable could … Continued
I would have got away with it too if it wasn’t for those meddling KIIDs
The cat is officially out of the bag (not that we condone cats being in bags). One of the changes … Continued
MIFID reality check
So, happy new year and all that. First full week back. Yay. Whilst everyone was off eating/drinking/bravely battling #manflu (delete … Continued
SJP ate my hamster
The other week I had the pleasure of presenting in Birmingham to around 40 advisers. The session was a whistle … Continued
