Three major themes underpinned the biggest news stories in the advised platform sector in a year of change and disruption. It was certainly not all positive but much of it was premeditated ...
While advisers had to contend with the likes of MiFID II and GDPR and preparing for 2019's introduction of the Senior Managers and Certification Regime, the biggest news to emerge from the platform sector...
No need for wet signatures
'There will be more consolidation'
'Substantial lessening' of competition
'Until absolutely safe'
Asset managers and platforms don't always see eye-to-eye
STM Group has acquired failed self-invested personal pension (SIPP) provider Berkeley Burke’s small self-administered (SSAS) scheme and its international pension businesses in a deal worth almost £3m.
UK equity market has fallen behind the rest of the world
With Bolton University
75% say ESG can ‘enhance returns'
Plan for growth