We often say that no two advice firms are the same, and that’s definitely the case when it comes to reviewing your platforms. We carried out a straw poll recently to gauge how often advice professionals refresh their platform due diligence. Respondents had the option of either quarterly, half yearly, yearly or ‘we don’t, once
Author Archives: Natalie Holt
07
Nov
Nov
The zeitgeist around ESG has changed over the past year or so. For firms that specialise in ESG advice or sustainable investing, nothing has changed – it’s business as usual. But looking across the advice sector, there will be advisers who have gone from seeing ESG funds regularly appearing at the top of the tree
12
Oct
Oct
We’ve been busy making improvements to the reports subscribers can generate using Analyser. Just one more improvement to your due diligence and suitability process available through Analyser.
28
Sep
Sep
We’re pleased to announce that Analyser has teamed up with new professional indemnity insurer BareRock as part of a drive to shake up how PII cover is offered to advisers. BareRock has developed a PII service which is designed to be more personalised and based on individual firm risk rather than industry averages. Under the
01
Aug
Aug
Embark becomes Scottish Widows and Analyser has been updated to reflect this change
28
Jul
Jul
Wealthtime platform has now rebranded to Wealthtime Select. The move is part of a wider rebranding exercise which will see Novia rebrand to Wealthtime later this year. Wealthtime Select and Novia are both owned by private equity firm AnaCap. The ownership structure remains the same, with Wealthtime Select and Novia continuing to operate as separate
26
Jul
Jul
Aspen managed portfolio service is now on Analyser and available for review as part of your investment due diligence.
27
Jun
Jun
Charles Stanley’s managed portfolio service is now available to review in Analyser as part of your MPS due diligence. Charles Stanley’s origins trace back to 1792, making it one of the oldest firms on the London Stock Exchange. The company operates a 35-strong research and asset management team, and a key part of its approach
23
Jun
Jun
Among the latest wave of MPS providers to join Analyser is Puma Investments. Puma was initially set up to build on a series of venture capital trusts known as the Puma VCTs which had been managed by Shore Capital. It was established as an independent company by chief executive David Kaye in 2012. The Puma AIM
12
Jun
Jun
Trust DFM is among the latest MPS providers to join Analyser, taking the total number of providers available to research in Analyser to 40. Born out of IFA firm Wills & Trusts, which started to actively manage investments for clients in 1995, the firm began to share its approach to investing with other advice firms.