by Miranda Seath | 13 October 2017 | Archive
Here at Platforum, as we return our leopard print clothing to our wardrobes (apart from Peter Mann who failed miserably to embrace the theme – unless the rumours are true) and dust ourselves down after a frenetic but hugely enjoyable Platforum conference, we thought...
by Miranda Seath | 05 October 2017 | Archive
In our conversations with advisers, platform usability and the user experience is becoming an increasingly prominent area of focus. Arguably, alongside charges, it’s the next platform battleground. And once platforms have cleared the hurdle of upgrading the core...
by Miranda Seath and Madeline O'Connor | 08 September 2017 | Archive
Over the course of our Adviser Market research we have encountered many different types of advisers with varying approaches to the business of giving advice. We think that segmentation based on geography or size of firm is limited and challenge platforms and asset...
by Miranda Seath | 18 August 2017 | Archive
With advisers saying that over 80% of their revenue is coming from investment business, the idea of outsourcing this crucial function seems counter-intuitive. Why would advisers pass over to another business the activity that appears to drive their main revenue...
by Miranda Seath | 11 August 2017 | Archive
Our recent research on the adviser market has proved a fascinating exercise, and we have been privileged to speak to many business owners from a wide range of firms. Our glimpses into the inner workings of advice businesses prompted us to try to think about what...
