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Category: Platforms

All change in Platform Land

  Any thoughts of a quiet end to the year in platform land [1] were firmly kicked into touch at … Continued

December 2, 2020 by Mike Barrett | Posted in: #industry   #Platforms  

Hello Fundment!

During the 2010s, several commentators were fond of sayings things like ‘within five years, there will only be four or … Continued

October 29, 2020 by Terry Huddart | Posted in: #industry   #little things to make your life better   #Platforms   #Uncategorized  

COMING SOON: ESG FOR PLATFORMS?

This announcement from AJ Bell caught my eye yesterday. You really should click on the link to find out more … Continued

April 9, 2020 by Mike Barrett | Posted in: #industry   #Platforms  

TEN THINGS WE LEARNED FROM STATE OF THE ADVISER NATION 2018. NUMBER 7 WILL DRIVE YOU WILD!

So, it’s my second to last working day before paternity leave starts and I’m ticking off items on the to-do … Continued

October 24, 2019 by Steven Nelson | Posted in: #general   #industry   #little things to make your life better   #Platforms  

HMRC take HL to the (super)cleaners

Summer holidays are always a good time to bury good news, and as I glanced at my iphone from my … Continued

August 20, 2019 by Mike Barrett | Posted in: #industry   #Investments   #Platforms  

SECCL TAKES UP RESIDENCE IN OCTOPUS’S GARDEN; SHADE STATUS UNCLEAR

A few quick thoughts on the announcement from Octopus today that it will acquire Seccl for £10m subject to regulatory … Continued

August 15, 2019 by Mark Polson | Posted in: #industry   #Platforms  

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

March 14, 2019 by Mike Barrett | Posted in: #Platforms   #regulation  

SCORES ON THE DOORS – HOW THE ADVISED PLATFORM MARKET FARED IN 2018

Well, the covers are off and we now have full year 2018 data for the advised platform market. It’s been … Continued

March 13, 2019 by Mark Polson | Posted in: #Platforms  

MIFID II – HOW? WOW?

MIFID II – HOW? WOW? Yesterday I had the pleasure of taking part in the latest Paraplanner Howwow; a fun … Continued

January 31, 2019 by Mike Barrett | Posted in: #industry   #Platforms   #regulation   #Uncategorized  

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

January 24, 2019 by Mike Barrett | Posted in: #Platforms   #regulation  

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Recent Comments

What does VI stand for?
Clare Weight
I think your "A Last Word" para sums up (bang-for-buck) the least considered, biggest impact parts of this. As someone who used to work there and is now back shilling my wares as a contractor, that...
HeadChorister McM
Excellent article Mark - some really great point made.
David Davidson
Iain Good comment. What is it Standard (Life) after this deal? What do they stand for? What is their Why? Mark - I am not sure that you personally had dealings with Phoenix Life. I have...
Eugen N
Are the mighty Standard Life, an ex-employer of mine, becoming increasingly irrelevant? I know they push their wrap account - but its not really price competitive, they have their SL Aberdeen...
Iain Wishart
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