by Heather Hopkins | 23 June 2017 | Archive
“Simple fees,” boasts one robo proposition, “And certainly no hidden charges.” Says another: “Straightforward. How fees should be.” A third exclaims: “Fees with nothing to hide.” But I believe the bots have a few loose screws. When you think more about the market,...
by Heather Hopkins | 16 June 2017 | Archive
Sell out to a consolidator, merge with a likeminded competitor or help the next generation within the firm to buy you out? Put crudely, these are generally the main choices facing a few thousand owners of adviser businesses who are now in their 50s or older. Advisers...
by Heather Hopkins | 09 June 2017 | Archive
We said in January in our Platforum Perspectives that fund managers should embrace the squeeze. Our latest investor research reveals that lower average fund management fees may actually spur appetite for actively managed funds. Also, the research noted that high...
by Heather Hopkins | 22 May 2017 | Archive
Standard Life head of adviser propositions and strategy David Tiller believes platforms are misunderstood. The reason for this misunderstanding stems from a simplistic view of the value chain as comprising advice, admin and funds. Read the full story.
by Heather Hopkins | 19 May 2017 | Archive
This week Vanguard launched its long-awaited direct-to-consumer proposition, offering low-cost access to Vanguard funds. Hargreaves Lansdown’s share price fell by a hefty 8% on the day, fuelled by fears of a price war. I’ll use this week’s email to share our views of...
