by NextWealth | Dec 10, 2019 | Asset management, Platforms
There is a deeply mistaken view that pervades board and executive teams in asset management and many platform businesses. It is that decisions on fund and platform choice are centrally controlled. They are not. Instead, the reality in most cases can be summed up as:...
by NextWealth | Mar 14, 2019 | Asset management, Platforms
Today’s Investment Platform Market Study is the final report after a nearly two year review of competition among investment platforms. The final report shows that the FCA has come a long way in the understanding of a platform and importantly this report clearly...
by NextWealth | Feb 19, 2019 | Financial Advice, Platforms
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...
by NextWealth | Dec 7, 2018 | Asset management, Consolidation, NextWealth News, Platforms, Robo Advice
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...
by NextWealth | Nov 7, 2018 | Asset management, DFM, Financial Advice, NextWealth News, Platforms
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...
by Heather Hopkins | Nov 2, 2018 | Asset management, ETFs, Platforms
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. ...