2018 was a tough year for the adviser platform sector as a whole but, asks Tom Ellis, amid the general suffering, are net-flow figures suggesting a shift in the balance of power among the most popular players?
Aviva recently published its net platform flows for 2018 and they did not make for pleasant reading - net business dropped from £6.2bn in 2017 to just £3.8bn in 2018. This was a year in which the business...
The lang cat has made parts of its platform analyser available for free so financial advisers can see how platforms are dealing with the 10% MiFID notification rule, which has been much-used in recent weeks.
On 22 September 2020, the great and the good of the platform world will once again gather for the Schroders UK Platform Awards at the London Hilton in Park Lane to celebrate excellence and achievement in investment platforms and technology.
Given current climate
Three guidelines to follow
Stopped suitability of advice work
'Final piece in the puzzle'
Meets increasing demand