Clive Waller: Why the FCA focus on platforms?

Back in 2003, we conducted a piece of work for JP Morgan FundsHub. The work was set out by the estimable David Moffat, then their marketing director. Among one of David’s many prescient questions was: “Will platforms become the back office or will back office systems become the platform?” Some 14 years later, that question […]

MMI 2016

The FCA on suitability and where next for DB transfers: Our top five picks at MMI Harrogate

What is Money Marketing Interactive? Money Marketing Interactive is our flagship conference and comes to Harrogate for the first time in September following a great event in London earlier this year. It is all about delivering Money Marketing in a live format and bringing advisers together to debate how best to evolve the advice profession. […]

Lisa Winnard: Why working closely with your team is key

We live in a world of unrelenting change, with economic and political agenda, global mobility or social and technological trends all driving adaptations to the way we work. Gone are the days of business as usual. During a recent leadership challenge session, I asked our leaders and future leaders what one thing they would change. […]

Financial advice-planning-advice-cashflow-analysis

Schroders sees £1.2bn in net intermediary outflows

Schroders saw £1.2bn in net outflows from its global intermediary business in the first half of the year despite an overall increase in assets under management. In its half year results, published today, the asset manager says flows into its institutional and wealth management channels offset the outflows in its intermediary arm with inflows of […]