Hello. This is a very different kind of Update to normal. We’ll eschew the usual industry news, whimsy, tittle and tattle, and instead I’m going to give this whole Update over to a new thing that we’re launching at the […]
Amidst absolutely no fanfare whatsoever 30th September saw the implementation of one of the main changes as a result of the FCA’s Asset Management Market Study. Over two years since the final report and getting on for 4 years since […]
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 […]
As fans of a good box set will tell you, the trick is to keep the audience wanting more, but also to deliver enough excitement to keep them interested in the here and now. This is, I think, exactly what […]
MIFID II – HOW? WOW? Yesterday I had the pleasure of taking part in the latest Paraplanner Howwow; a fun packed hour (no, really) discussing MIFID II costs and charges disclosure with Richard Allum and Benjamin Fabi. If you missed […]
Like a bad follow up album that no-one really wants, MIFID is back. 12 months ago we had the first wave of action, with transaction fees being exposed for all to see. Whereas these figures were expected costs, investors are […]
It’s a tough job putting our annual guides together. For both our recently published Guide to Direct Platform Investing and our imminent(ish) guide to advised platforms, a lot of work goes into research, preparation and writing (no, really…). We then […]
Ah, summer holidays, what memories. School’s out, Alice Cooper’s screaming, the sun is shining, we might be stretching the point here – and it’s time to race down to the newsagent for a bumper edition of your favourite comic. The […]
Weighing in at 91 pages and backed by a study of more than 3,000 platform users, the consumer research element of the FCA’s Investment Platforms Market Study (IPMS[1]) is a heavyweight. And while it doesn’t land many blows or produce […]
Can you remember what you were doing on 17 July 2017? If you work in platform land[1] chances are you were thumbing through the FCA’s Investment Platforms Market Study Terms of Reference paper, or more likely, reading our blog on […]
