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The weird and wonderful world of platforms

The weird and wonderful world of platforms
2020 was a landmark year for platforms – and as we enter 2021
the sector is ripe for another shakeup
By
Katey Pigden
28
Eighteen months ago, as the newly appointed news editor of
Money Marketing who had been given platforms as their main beat, I almost talked myself out of a job when I openly admitted I didn’t really know what an adviser platform was.
They say there’s no such thing as a stupid question, but I’m sure my boss wondered why he had employed me when I asked: “What exactly do you mean by the term ‘platform’?” Luckily, he didn’t sack me on the spot or tell me he’d made a terrible mistake. Instead, he patiently explained how advisers used them to view and manage their client’s investments in one place. ....

United Kingdom , City Of , David Macmillan , John Foley , Martin Coyle , James Hay , Platforum Jeremy Fawcett , David Ferguson , Richard Denning , Barry Odwyer , Rob Regan , Noel Butwell , Ma Nassim Cherchali , Stephen Bird , Eben Hammond , Steve Dyson , Integrafin Holdings , Money Marketing , Anacap Financial , Royal London , Tatton Linked Amber , Bill Vasilieff , Nassim Cherchali , Fenchurch Advisory Partners , Barryo Dwyer , Life Aberdeen ,

Regulatory rumbles, market wobbles and platform passes: What defined the advice market this year?

18
th December 2020
10:19 am
A little over nine months ago, we were all going about our daily routines as normal, completely unaware of what was lurking around the corner.
A global pandemic that would create a ‘new normal’ was far from what we predicted for 2020.
This year will definitely be one to remember, even if it’s for all the wrong reasons.
Money Marketing has looked at some of the key highlights in the adviser space this year, alongside what to expect for 2021.
Despite coronavirus having dominated the headlines this year, there was still plenty of action to keep financial planners occupied. ....

United Kingdom , City Of , Rob Regan , James Hay , Link Fund Solutions , Financial Ombudsman Service , London Capital , Blackmore Bonds , Pensions Regulator , Retirement Outcomes Review , Royal London , Anacap Financial , Markets Authority , Tatton Linked Amber , Life Aberdeen , Partners Wealth , Neil Woodford , Equity Income , British Steel , Financial Planning , Money Marketing , ஒன்றுபட்டது கிஂக்டம் , நகரம் ஆஃப் , கொள்ளை ரீகந் , ஜேம்ஸ் வைக்கோல் , இணைப்பு நிதி தீர்வுகள் ,