Well, the covers are off and we now have full year 2018 data for the advised platform market. It’s been quite a year – if it was a box set we reckon it would be series 2 of The Wire. […]
(Journos reading this, any part of it is attributable if you want it.) So before we get into this, I need to tell you that the lang cat has been doing a wee smidge of work here and there on […]
(Journos reading this, any part of it is attributable if you want it.) So before we get into this, I need to tell you that the lang cat has been doing a wee smidge of work here and there on […]
Just a short post to confirm that as of today Cofunds has removed the establishment (setup) and annual charge on its Suffolk Life-provided Cofunds Pension Account (CPA). This is a welcome development. For a long time I’ve been banging on […]
Just a short post to confirm that as of today Cofunds has removed the establishment (setup) and annual charge on its Suffolk Life-provided Cofunds Pension Account (CPA). This is a welcome development. For a long time I’ve been banging on […]
Note:Hidden craftily throughout this blog are song titles by Tears for Fears. Anyone who gets them all wins a free copy of the lang cat Guide to Platform Pricing, along with regular updates for stuff like this. Enter via the […]
As a business which analyses platform pricing, amongst other things, we do have a rich and varied life, we spend a fair bit of time pressuring platforms who have not adequately described what it is they do and why it’s […]
So yesterday Architas, the multi-manager arm of AXA did something a bit unusual. It decided to offer investors on Elevate or Cofunds’ institutional platform access to a new share class on its funds. You can read the story on Fundweb […]
So I came across this article today, called Retiring The Portfolio Screenshot. I opened it thinking it was something about what clients see about their investments on wrap platforms. But it isn’t. It’s about creative types doing better demos of […]
So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the gang told us about their plans for unbundling and changing the Cofunds proposition over the next year or so. I’ve […]
