Platforms have stressed it is the responsibility of advisers to undertake due diligence on funds held on platforms.
Cofunds’ sales and marketing director Alastair Conway asks if we are focusing enough on consumer outcomes from the FSA policy paper.
Media coverage on the FSA's delayed platform policy statement has been very interesting, but more for what it didn't say, according to Alastair Conway, sales and marketing director at Cofunds.
Investors have piled out of UK and European equity funds amid the market turmoil and sought safe havens in money market and bond funds, according to activity on platforms over the past week.
This week I spoke to Tim Newman, managing director of Sense and one thing was clear, this is a network that knows its role.
This week I spoke to Tim Newman, managing director of Sense and one thing was clear, this is a network that knows its role and its vision.
A single platform will not meet the needs of the majority of clients at any firm that wants to call itself independent, a compliance specialist has warned.
Alastair Conway, sales and marketing director at Cofunds, explains why a good platform could be your launchpad for an RDR-compliant business.
The advisory industry is backing calls for firms to be permitted to receive commission from ‘legacy' products until 2018 - five years longer than the FSA intends.
The importance of platforms to adviser businesses has been laid bare by new research suggesting over 90% of IFA firms now use a wrap or fund supermarket.