Discretionary fund management model portfolios on platform are a hot topic – and rightly so. They are a powerful source of growth for platform assets and a sleek route for DFMs to access the wider retail market. It is still early days for model portfolios on...
As we approach the Easter weekend and a well-deserved break, we thought we’d take a little time to reflect on what we see as the symbiotic relationship between adviser platforms and their adviser clients. The future health of platforms are inextricably linked to...
This week saw the release of the much-anticipated Financial Advice Market Review (“FAMR”, dubbed farmer) and the budget. FAMR was an opportunity wasted. It was a restatement of the problems we all know exist – and an elaborate restatement at 85 pages! On April...
We arrived at the office today to confirmation of rumours that Old Mutual is being split into four to drive growth of the individual business units. At the same time Old Mutual Wealth announced results and the accompanying commentary struck me as refreshingly...
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