Well, here we are on the last day of 2013 and I’m writing about platform pricing. Plus ca change, and all that. Our subject today – and I’ll be brief – is Alliance Trust Savings (disclosure: ATS is a client […]
Tag Archives: IFA
Selfishly, FSA have just published their Finalised Guidance paper FG12/16 on Centralised Investment Propositions and replacement business. I say selfishly, because I’ve been out all week and am trying to catch up with some stuff and instead I’ve had to […]
First off, it’s been a shockingly long time since I wrote this blog. Poor form, been busy, blah blah. How’ve you been? Yes, yes I know. Yes, it is worrying. No, I don’t think putting a Greek island in your […]
First off, it’s been a shockingly long time since I wrote this blog. Poor form, been busy, blah blah. How’ve you been? Yes, yes I know. Yes, it is worrying. No, I don’t think putting a Greek island in your […]
So this is something that came up in the sessions I did last week at the PFS conference (and a very good conference it was). How many platforms should an IFA practice use? My glib answer on the day was […]
So this is something that came up in the sessions I did last week at the PFS conference (and a very good conference it was). How many platforms should an IFA practice use? My glib answer on the day was […]
So after writing up Cofunds‘ new charging structure a couple of months ago, I think I’d better do the same for the newest kids on the platform block, Aegon. Before I do, I think we should take a moment to […]
So after writing up Cofunds‘ new charging structure a couple of months ago, I think I’d better do the same for the newest kids on the platform block, Aegon. Before I do, I think we should take a moment to […]
The platform industry’s annual beano has been and gone once again. And amongst the usual suspects and the ever-lengthening category names (hard to type when you’re tweeting the results, are you listening Clive?) there were a couple of real stand-out […]
The platform industry’s annual beano has been and gone once again. And amongst the usual suspects and the ever-lengthening category names (hard to type when you’re tweeting the results, are you listening Clive?) there were a couple of real stand-out […]