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Excerpts:

Guide to Platform Profitability

We are beyond chuffed to introduce the second and latest edition of the Guide to Platform Profitability (2015)!

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WHAT IS IT REALLY?

The guide is a detailed analysis of the profitability of advised platforms over the last 4 years.  It covers 23 major adviser platforms, who together account for more 90% of the total AUA in the adviser market.

The report covers the following;

  1. Key Profitability Metrics – Assets under administration (AUA), revenues, profits/losses, yield on assets and profit/loss margin over the last 4 years
  2. Profit and Loss Account Reserve to see who’s got a hole in their 

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The post Guide to Platform Profitability appeared first on FinalytiQ.


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Pound Cost Ravaging: Volatility Drag, Sequencing Risk & Safe Withdrawal Rates in Retirement Portfolios’

We’re beyond thrilled to present a new white paper ‘Pound Cost Ravaging: Understanding Volatility Drag, Sequencing Risk & Safe Withdrawal Rates in Retirement Portfolios‘ 

Pound Cost Ravaging Paper 3dCover

Published ahead of the upcoming Retirement Income Conference, this paper is a deep dive into how the combination of sequencing risk and volatility drag is exacerbated by portfolio withdrawals, resulting in ‘pound cost ravaging.’ This subtle, yet dangerous risk is often ignored and could wreak major havoc to clients’ retirement plans.

In the paper, we present some insight into the latest research on Safe Withdrawal Rates for UK clients, a useful foundation for … More →

The post Pound Cost Ravaging: Volatility Drag, Sequencing Risk & Safe Withdrawal Rates in Retirement Portfolios’ appeared first on FinalytiQ.


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Guide to Platform Profitability (2015): Cracking Under Pressure

We are beyond chuffed to introduce the second and latest edition of the Guide to Platform Profitability (2015)!

WHAT IS IT REALLY?

PPG2015 -3DThe guide is a detailed analysis of the profitability of advised platforms over the last 4 years.  It covers 23 major adviser platforms, who together account for more 90% of the total AUA in the adviser market.

The report covers the following;

  1. Key Profitability Metrics – Assets under administration (AUA), revenues, profits/losses, yield on assets and profit/loss margin over the last 4 years
  2. Profit and Loss Account Reserve to see who’s got a hole in their books.

More →

The post Guide to Platform Profitability (2015): Cracking Under Pressure appeared first on FinalytiQ.


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Economics of Direct Platforms & Robo Advice

We are beyond chuffed to introduce the maiden edition of our Economics of Direct Platforms & Robo-Advice Report. Many readers of our annual Profitability Guide for advised platforms, which is now in its second year, have told us it’s a little unfair that D2C platforms don’t come under the same scrutiny as advised platforms. We listened and decided to correct this injustice, so here goes!

Screen Shot 2016-01-25 at 08.56.38 WHAT IS IT REALLY?

The report is a detailed analysis of the profitability and financial performance of direct-to-consumer platforms over the last 4 years.  It covers 16 major direct-to-consumer platforms, who together account for more … More →

The post Economics of Direct Platforms & Robo Advice appeared first on FinalytiQ.


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SIPP FINANCIAL STABILITY GUIDE

We are beyond chuffed to introduce the maiden edition of our SIPP Financial Stability Guide. We teamed up with SIPP industry veteran John Moret aka ‘Mr SIPP’ to provide an unprecedented insight into the financial performance of non-insured bespoke SIPP providers.
SIPP FBS 3D Cover

WHAT IS IT REALLY?

The report is an in-depth analysis and benchmarking insight on the financial stability of 18 non-insured bespoke SIPPproviders, who together account formore than 90% of the market. 

The report covers the following;

  • Key market trends and implications forproviders, advisers and clients;
  • Extensive data on number AUA, No of SIPPs, Percentage of Non

More →

The post SIPP FINANCIAL STABILITY GUIDE appeared first on FinalytiQ.


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SIPP FINANCIAL STABILITY GUIDE


We are beyond chuffed to introduce the maiden edition of our SIPP Financial Stability Guide. We teamed up with SIPP industry veteran John Moret aka ‘Mr SIPP’ to provide an unprecedented insight into the financial performance of non-insured bespoke SIPP providers.

The report includes extensive data on the financial performance of non-insured SIPP providers.  We award a FinalytiQ Financial Stability Rating to each of 18 providers, together with a summary of the key issues facing them to give advisers an indication of their long term viability.
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