How much weight should platform profitability be given in due diligence? And where does profit fit in the overall picture?
Author Archives: Terry Huddart
15
Feb
Feb
How do you know who is doing what when it comes to Consumer Duty? You can find out how providers are approaching it through Analyser
15
Feb
Feb
One of the main outcomes the FCA wants to see as part of the Consumer Duty is around consumer understanding.
15
Feb
Feb
If you want to use Analyser to help with your compliance with Consumer Duty when it comes to platform and investment selection, then look no further.
01
Sep
Sep
BlackRock offers users of the Transact platforms access to a range of seven model portfolios, and now advice professionals can include these in MPS due diligence exercises carried out through Analyser.
24
Aug
Aug
In this short video, Terry and Chris show you how to compare portfolio charges across MPS ranges in a matter of minutes.
18
Aug
Aug
Join Terry Huddart and Chris Bredin as they show how you can compare MPS performance quickly and easily.
01
Aug
Aug
Analyser has been updated to include the ebi Vantage Core, Core ESG and World ranges.
30
Jul
Jul
If you don’t know where to start with your due diligence and suitability in this Consumer Duty world, we have your back.
27
Jul
Jul
Analyser has been updated with Sparrows SCore Market Funds (Index Funds Only) ranges.
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