25th February 2016

Finalytiq: Why Asset Managers And Direct Platforms Don’t Mix

Today, I’m off to Luxembourg to speak the International Transfer Agency Summit (ITAS)! Someone in their twisted mind decided that it’s a good idea to put me on a panel discussion on whether fund managers should get into the direct platform business. Luckily for them, this is an area we discussed extensively in our recent Economics of Direct Platform and Robo Advice Report.

Thanks to the RDR and FCA platform payments regulations (PS 13/1), the influence of asset managers over distribution has been significantly curtailed. Accordingly, many asset managers are considering building their own direct platforms or even robo-advice … More →

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