The Platforum is pleased to bring you our first Guide to Platform Pricing – a reference document for all advisers wanting help with understanding the latest pricing structures of today’s 30+ adviser platforms.
This paper aims to provide financial advisers with the fundamentals to have an informed discussion with their platform about fees and charges, to quantify any ‘trade-off’ between price and value and be sure that he or she has the latest details of ‘RDR-ready’ platform pricing.
'Platform Pricing: An IFA's Guide to the Pricing Galaxy' in the News
Optimism amid the platform confusion
Klare Baldwin, head of marketing at FundsNetwork, attempts to clear up some of the misconceptions that continue to blight the platform industry.
IFAonline, 14th February 2013
Cofunds extends lead as UK's biggest platform
Cofunds has extended its lead as the UK’s largest platform, with assets rising to £45bn, according to the Platforum’s latest pricing guide.
IFAonline, 11th January 2013