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the lang cat

Wrap/platforms

Adviser Kate v Adviser John: How important is platforms' financial health?

Platforms' financial strength may be winning headline space, but not all advisers will rank provider profits in the same way. Here, the lang cat's Terry Huddart offers ten areas of business performance advisers might wish to look at as part of their platform...

clock 10 November 2015 •

Wrap/platforms

Platforms are finished, hard-hitting report suggests

Price and proposition pressures weigh on platforms, but do retirement reforms offer hope?

clock 22 October 2015 •

Wrap/platforms

Award for platform charges clarity given to 'nobody'

An award for the direct platform offering the most transparent and plain-English charges, terms and conditions has no recipient for the second year running.

clock 30 July 2015 •

Wrap/platforms

Platform pricing report: Average costs cut by 18% vs. pre-RDR

Average investors have seen their platform costs tumble by almost a fifth in the last five years, according to research by the lang cat, but advisers are not favouring the cheaper options.

clock 13 July 2015 •

Wrap/platforms

What price Cofunds? L&G's platform sale under the microscope

Legal & General's decision to invite offers for Cofunds just two years after it bought the platform is fraught with a number of potential pitfalls, according to industry commentators.

clock 24 June 2015 •

Regulation

Govt must clean up pension tax mess and scrap LTA - Tom McPhail

The lifetime allowance "has outlived its usefulness" and should be scrapped as part of a wider overhaul of pension taxation, Tom McPhail has said.

clock 05 June 2015 •

Regulation

Five unintended consequences of pensions freedom...and how to deal with them

Five unintended consequences of pensions freedom

clock 27 April 2015 •

Asset Allocation

Advisers asking 'wrong questions' in DFM due diligence

Advisers are not asking the right questions when doing due diligence on discretionary fund managers (DFM), one such firm has said, in response to criticism it is "impossible" to compare their costs and services.

clock 29 January 2015 •

Multi-manager

Advisers risking FCA wrath over 'impossible' DFM cost comparisons - report

Advisers are being exposed to accusations of negligent advice by the regulator because comparing charges for the most common outsourced investment options - multi-manager (MM) and discretionary fund managers (DFMs) - is "impossible", according to a damning...

clock 21 January 2015 •

Wrap/platforms

D2C platforms under fire over 'punitive' exit fees

Investors wishing to move from direct-to-consumer to adviser platforms face "punitive" exit fees, according to analysis by the lang cat.

clock 18 November 2014 • 2 min read
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