Our due diligence reg tech tool Platform Analyser has been going for a while now (16 months to be precise), and that means we’re compiling lots of lovely data that we can play with and interrogate. Among the insights we’re […]
Category Archives: industry
02
Dec
Dec
Any thoughts of a quiet end to the year in platform land [1] were firmly kicked into touch at midday today with Nucleus publishing a statement regarding a possible offer, a story that had been broken by the mighty Jack […]
29
Oct
Oct
During the 2010s, several commentators were fond of sayings things like ‘within five years, there will only be four or five adviser platforms’. Their fantasy was that the behemoths would hoover up the smaller, generally start-up-based, platforms, thus preserving the […]
09
Apr
Apr
This announcement from AJ Bell caught my eye yesterday. You really should click on the link to find out more (and come back to this blog once you are done) but in case you want to stay with me, let […]
industry, little things to make your life better, Top Class Wednesday Update
THE TOP CLASS WEDNESDAY UPDATE IS BACK TO LIFE
12
Feb
Feb
So, after last week’s intermission, normal service is resumed for TCWU. Or at least it would be if it wasn’t half term in Scotland. Boss man is on holiday in a top-secret location up North so for one week only, […]
Events, industry, little things to make your life better
SAVE THE DATE: THE LANG CAT’S HOME GAME #2 IS ON 28 MAY 2020
16
Jan
Jan
CALEDONIA, YOU’RE CALLING US AND NOW WE’RE STAYING HOME (AGAIN) After a brilliant day at our inaugural Scottish Home Game conference last year, we are feeling emboldened and right up for doing it all again. So I’m pleased to be […]
general, industry, little things to make your life better, Platforms
TEN THINGS WE LEARNED FROM STATE OF THE ADVISER NATION 2018. NUMBER 7 WILL DRIVE YOU WILD!
24
Oct
Oct
So, it’s my second to last working day before paternity leave starts and I’m ticking off items on the to-do list faster than an [insert witty metaphor here that I’m too busy to think of]. Our second annual State of […]
16
Sep
Sep
Over the last few weeks you can’t have failed to notice that The Sunday Times has been giving St James Place a good shoeing. Luxury cruises, opaque fees, leaked phone calls….the hits keep on coming. It’s not been a good […]
20
Aug
Aug
Summer holidays are always a good time to bury good news, and as I glanced at my iphone from my hotel pool lounger the other week this piece caught my attention. I was on all-inclusive mind, so I quickly went […]
20
Aug
Aug
Summer holidays are always a good time to bury good news, and as I glanced at my iphone from my hotel pool lounger the other week this piece caught my attention. I was on all-inclusive mind, so I quickly went […]