Our regular round-up of the latest insights on investment distribution
The Customer Service and Cost Conundrum
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...
Heather Hopkins 11 March 2016
Miranda Seath 26 February 2016
Demand for advice is rising – but not for IFAs
Investing is complicated and scary. Many indicators point to a burgeoning market for financial advice and rising income for financial advisers since the RDR. Let the good times roll. But for how long? Platforum research indicates that investors are less likely than...
Heather Hopkins 26 February 2016
Platforum reacts to the FCA thematic review on due diligence
The hotly anticipated TR16/01 (at least in some industry circles…) has just been published and in some ways it’s a bit of a damp squib. Platform due diligence practices by advisers are singled out and the FCA is ‘disappointed to identify issues relating to platform...
Miranda Seath 19 February 2016
Outsourcing investment and risk profiling
Risk is on everyone’s lips. And whilst it might seem risky to pen this email after a late night at the Corporate Adviser Awards, I will do my best. Clients who went in to drawdown at the dawn of the pension freedoms may now be faced with a pension pot worth about...
Heather Hopkins 12 February 2016
Nucleus Wrap Invests in Digital in 2016
Nucleus has a clear digital agenda for the year ahead. It was the first to re-platform to Bravura Sonata in 2014: a brave – and at times painful – move. However, clearing that re-platforming hurdle has freed up time to focus on its front-end technology. This puts...
Miranda Seath 11 February 2016