Our regular round-up of the latest insights on investment distribution

MiFID II: the road trip

All set for a rebate-free world? We’ll keep you in suspense Platform pricing in the UK has fallen since the RDR with a range of ramifications for companies across the value chain. This should sound a warning signal for platforms in continental Europe in the run up...

Fees, Adviser in a Box, Retirement

Our tenth annual conference, Platforum 2016, is now behind us. We thank attendees, sponsors, speakers and the conference chairman, Peter Mann. Many fascinating themes emerged throughout the day; I want to pick up a few. Fee pressure I raised fees in my opening...

The big themes from Platforum 2016

Click here to view video Hot on the heels of Platforum - The Retail Investment Conference 2016, Jeremy Fawcett, Head of Direct, Platforum and Heather Hopkins, Research director, Platforum talk smart consolidation, technology and digital innovation and investment...

The wacky world of adviser platform pricing

Platform pricing models can be complicated at best to understand. From tiered pricing structures, to ‘pay what you see’ models and the slightly more elusive flat rate fees, everyone has a different idea on what they should be charging and how they should be doing...