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Tag: CLIENTS

WHAT NO LISA?

The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but … Continued

September 8, 2017 by Terry Huddart | Posted in: #Investments   #pensions   #Platforms   #regulation   #Uncategorized  

Happyish New Year – ATS hikes its charges

Well, here we are on the last day of 2013 and I’m writing about platform pricing. Plus ca change, and … Continued

December 31, 2013 by Mark Polson | Posted in: #general   #Uncategorized  

So clean they’re dirty – zero AMC funds hove into view

So yesterday Architas, the multi-manager arm of AXA did something a bit unusual. It decided to offer investors on Elevate … Continued

June 11, 2013 by Mark Polson | Posted in: #general   #Investments   #Platforms   #Uncategorized  

The difficult second album

A brief, extra-self-indulgent post today. If you want to skip this one, go ahead. I won’t hold it against you. … Continued

March 29, 2013 by Mark Polson | Posted in: #general   #marketing flimflam   #Uncategorized  

Clean is the new dirty

Hello and welcome to the first lang cat blog of 2013. At least the first blog on this site, I,ve … Continued

January 28, 2013 by Mark Polson | Posted in: #general   #Investments   #Platforms   #Uncategorized  

My life as a pie chart

So I came across this article today, called Retiring The Portfolio Screenshot. I opened it thinking it was something about … Continued

November 15, 2012 by Mark Polson | Posted in: #general   #marketing flimflam   #Platforms   #Uncategorized  

Just write the cheque already

Well, that’s been fun. The last 24 hours or so have seen a flurry of to-ing and fro-ing as a … Continued

October 25, 2012 by Mark Polson | Posted in: #general   #industry   #Platforms   #Uncategorized  

Noddle use required

So I had an interesting day yesterday at the Platforum regional roadshow in sunny Polmont (aim for the big oil … Continued

April 18, 2012 by Mark Polson | Posted in: #general   #industry   #Platforms   #Uncategorized  

Don’t take us for idiots

In an earlier post, I had a bit of a go in an open letter at direct-to-customer platform giant Hargreaves … Continued

January 27, 2012 by Mark Polson | Posted in: #general   #marketing flimflam   #Platforms   #Uncategorized  

Cofunds get their transparency on

So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the … Continued

September 14, 2011 by Mark Polson | Posted in: #general   #industry   #marketing flimflam   #Platforms   #Uncategorized  

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Recent Comments

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
Assuming your paying someone a trail fee, it's not your wrap you need to change, it's your adviser. They really should have been in touch immediately, even if just to say don't panic.
Dave
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  • CONTACT US

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