by Jeremy Fawcett | May 28, 2021 | Bespoke
Client money rules are potentially the most frightening for firms and can involve really substantial fines. However, custody arrangements at platforms and wealth managers have often evolved organically, especially where firms have grown through mergers or...
by Richard Bradley | Apr 30, 2021 | Bespoke, UK Financial Advisers
The nature of post-retirement advice continues to evolve following the shock of 2015’s pension freedoms. Systems can take a while to adjust to a new steady state after any big jolt – financial planning is no different. The long-term trend in the advice market has been...
by Jennifer Mallett | Nov 27, 2020 | Bespoke, UK Financial Advisers
The Book of Stories 2.0 – a short cut to understanding families and their attitudes to money This week, Senior Analyst Jennifer Mallett discusses some of Platforum’s research into intergenerational financial planning that helped creates Charles Stanley’s...
by Danby Bloch | Jul 31, 2020 | Bespoke, UK Financial Advisers
At Platforum we examined intergenerational financial planning in one long-established wealth management firm – Charles Stanley – where they have numerous examples of looking after five or six generations and more. Platforum researched and wrote the Book of Stories for...
by Richard Bradley | Feb 1, 2019 | Bespoke, UK Fund Distribution
We’ve recently published a white paper with Jupiter, about advisers’ views of value and income investing. Recent wobbles aside, equity markets have mostly roared away during the last decade. Factors such as low interest rates have particularly favoured growth funds,...
