Technology
ifas face a challenge when choosing platforms
When you go to buy a sports car, you kick the tyres, take it for a test drive; clothes are even easier you try them on. But how does an IFA choose an international platform for his clients?
navigating offshore waters
A race is under way in the international investment platform space to become established as one of the still-nascent industry’s key players, Helen Burggraf reports.
Technology | 10 May 12
uk platform assets climb 8 to touch 190bn
Assets held on UK platforms used by financial advisers climbed 8% in the first quarter of the year to touch £190bn, according to data released yesterday by Platforum, the London-based platform consultancy.
Profiles & Comment | 28 Feb 12
platforms foundation of the global advisory
Sam Instone, the managing director of AES International, argues that platforms, with their transparency, represent the advisory industrys future.
Technology | 8 Feb 12
50 drop in use of ifas by those earning 100k
Affluent Britons are increasingly choosing to manage their own finances rather than using the services of financial advisers to do so, a new survey, conducted by YouGov on behalf of AT Kearney, has found.