If I Were an Adviser I’d Use One Platform
In this New Model Adviser column, I argue that if I were an adviser I would use one platform. I argue that it passes muster with the regulator, will save customers money on platform fees, will reduce adviser firm costs through gains in efficiency and reduces business...
NextWealth December Newsletter
Communities have the power to inspire new thinking and create change. As part of our effort to bring together thinkers and leaders in financial services, we built out the agenda for the first NextWealth Live conference, taking place on 26 March 2019 at the Royal...
NextWealth Newsletter: Shape of Flows and Save the Date
The flow of funds is shifting toward an ever-shrinking number of players. Fund managers are becoming more reliant on strategic partnerships and we believe that trend will continue.Our November newsletter text is below. Subscribe here. We wrote earlier in the year...
ETF Distribution Trends
At the recent Inside ETFs event I had the pleasure of hosting a panel on trends in ETF Distribution. I was joined by Hugo Thorman, Executive Chairman, Seccl Technology, Deborah Fuhr, Managing Partner & Co-Founder, ETFGI and James Alexander Director at Accenture. ...
Plan platform choices around customers
In my latest column for City Wire’s New Model Adviser, I argue that the terms primary, secondary and tertiary are no longer relevant when it comes to thinking about they ways in which advisers approach platform use. These terms have been used by platform...FOLLOW US
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