March 2013

Roll up, roll up - the circus is in town for The Platforum's annual awards and hear the thoughts of key platform players on what to expect in 2013.

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Other Videos

CEO on a Sofa – Alliance Trust Savings' Patrick Mill

19th February 2013
Holly talks to Patrick Mill, Managing Director of Alliance Trust Savings, about their pricing structure, fund manager rebates and clean share classes as well as moving towards charging transparency and sustainable business models.

CEO on a Sofa – Sammedia's Mike Free

29th January 2013
Holly talks to Mike Free, CEO of Sammedia, about making financial services more elegant, simple and convenient. It's all about being intuitive, easy to use, elegant interfaces and how to get people engaged with their finances.

Ian Thomas, Pilot Financial Planning

17th January 2013
YouSpeak seeks to share the experiences of financial advisers who are developing their businesses. Ian Thomas of Pilot Financial Planning discusses the due diligence process for selecting a wrap platform.

Changes in 2013 – the adviser perspective and a little from the FSA

29th November 2012
What's changing in 2013?

For the second of our 'Changes in 2013' videos we took some time at our annual conference to speak to a range of advisers – both large and small – about what the future brings for them.

We also spoke to the FSA's Rory Percival about the challenges that advisers will face in 2013.

IFAs Have the Power to Demand More ETFs on Platforms

29th November 2012
The Platforum's Freddie Findlater discusses the availability of ETFs on platforms and fund supermarkets and how IFAs can raise demand.

Post-RDR: IFAs' Criteria For Selecting a Platform

29th November 2012
In an interview with Morningstar, Emma Napier of The Platforum discusses how IFAs will conduct due diligence when selecting a platform following the Retail Distribution Review

Video from AXA Wealth

AXA Wealth - "Elevate - Built on Simplicity"

27th November 2012
An overview of the Elevate Platform which is designed to support advisers in the management of their wealth portfolio and lets them see their investments online.

Changes in 2013 – the platform perspective

15th November 2012
As we move towards 2013, what changes do we expect to see in the platform market? We asked some platform big-wigs at our annual conference.

Getting Ready for 2013 Webinar

November 2012
Emma Napier presented her thoughts on conducting good platform due diligence in a “Thought Leadership Live” event hosted by BrightTALK on Friday 23rd November and in conjunction with Panacea Adviser and Touchstone.

CEO on a Sofa – AEGON's Lou Macari

8th November 2012
Holly talks to Lou Macari from AEGON about delivering the right solutions to the right customers: from face-to-face advice to self-directed services to workplace savings.

CEO on a Sofa – Investec's Toby Allebon

5th October 2012
Holly talks with Toby Allebon of Investec about how platforms support cash as an asset class, the rates currently available, the outlook for cash and whether platforms are the best home for cash investments.

CEO on a Sofa – Ascentric's Hugo Thorman

8th August 2012
Holly Mackay chats with Ascentric's Hugo Thorman about price, value, the number of platforms that advisers are using, white-labelled execution-only propositions and, of course, Skandia's new pricing structure.

AJ Bell – Holly Mackay interview

26th September 2012
Holly Mackay, Managing Director of The Platforum, talks about the size of the platform market and gives her view on how advisers should approach platform selection. She also discusses likely developments in terms of pricing models, and examines the challenges facing advisers post RDR.

Video from AXA Wealth

Mike Kellard – RDR and the consumer

6th July 2012
AXA Wealth investigates how the landscape of financial advice is changing dramatically and the effect this might have on investors, both now and in the future. AXA Wealth has been one of the biggest advocates of RDR and its potential to transform how consumers view financial services and access advice.

CEO on a Sofa – AXA's David Thompson

6th July 2012
Holly talks with David Thompson, Managing Director Marketing and Distribution at AXA; discussing Architas, open architecture, outsourced investment management, "business-to-business-to-customer" and which set of advisers Elevate is aimed at.

CEO on a Sofa – Origo's MD, Paul Pettitt

15th June 2012
Holly talks to Paul Pettitt about the integration of platforms and advisers’ software and re-registration.

CEO on a Sofa – Aviva's Trevor Matthews

11th May 2012
Holly talks to Trevor Matthews about the Aviva Wrap and Shane Warne.

CEO on a Sofa – Alliance Trust Savings' Patrick Mill

16th April 2012
Holly interviews Alliance Trust Savings' Sales Director, Patrick Mill. What is Alliance Trust Savings' proposition in the adviser platform market? Which advisers are using the platform and for which clients? What is their charging structure? And does Patrick possess any hidden talents?

Investment Trusts and Platforms

12th April 2012
Are we going to see a rise in the take up of investment trusts as we head towards the implementation of the RDR in January 2013? What do advisers need to consider when buying investment trusts through platforms? With “the big three” still not providing access to investment trusts, is that trend set to change? Or as an investment vehicles are investment trusts still tarnished with the historical lack of commission payments and complex investment structure?