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Platforum head of intermediary research Miranda Seath

Powering the platforms: Enlisting in SEI’s ‘platform bootcamp’

This week’s look at the technology behind the platforms focuses on SEI, the Philadelphia-based firm that powers True Potential, Fusion and Towry’s offerings in the UK. SEI’s model and approach differs from the technology firms powering the adviser wrap platforms: Bravura, FNZ, GBST and IFDS. It is familiar to many because of its trading, custody […]

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Paul Lewis: Why aren’t advisers paid on results?

One per cent. It does not sound much does it? Every year an adviser takes 1 per cent of my money and for that small fee, manages it. So I entrust my adviser with £100,000 and pay them £1,000 a year to invest my money and strike a balance between risk and reward. If at […]

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M&G’s Woolnough says cash is better than bonds

M&G star bond fund manager Richard Woolnough has warned cash is a better investment than debt following the extraordinary impact that central bank policies are having on returns for the asset class. In an M&G blog, Woolnough said even though physical cash did not pay income and was costly to hold, it now represents a […]

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For better or worse, or to save IHT!

Karen Playfair, Senior Marketing Consultant I recently got married, and my husband and I realised that as a result we should review our wills – not one of our most romantic moments, but possibly one of our more sensible ones! And even though we both previously had wills, it turns out that when you get […]

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