Parmenion price change: Smoking strong stuff

by Abraham Okusanya | Dec 8, 2021 | Blog

Parmenion was one of the very few decent platforms. The tech is good, the service isn’t too shabby, and the UI doesn’t make you want to puke. Which is more than you can say for most adviser platforms.

At 30bps, it not cheap – but many advisers use it because the discretionary rebalancing for its passive portfolio on the platform was ‘free’ i.e. included in the price.  Alas, the folk at Parmenion now have a different idea. From January 2022, Parmenion is increasing fees for passive investors, to pay for its fee reduction for active.

But it’s apparently not enough

Platform Report 2021: Field of Dreams

by Abraham Okusanya | Dec 1, 2021 | Blog

FinalytiQ’s Platform Report 2021 ‘Field of Dreams’ is here!

Including our notorious Financial Performance Ratings.

The report focuses on the financial performance of the platform businesses, not their parents. We’ve trawled through numerous annual accounts and hundreds of data points to get a good picture of the financial health of the platform sector. And yes, the infamous FinalytiQ Financial Performance Rating is back! We’ve rated the platforms, and provided a summary of the financial health of each business. 

The past year seems to have flown by rather quickly. Blink and you may have missed some of the defining events in

Breaking the prediction habit

by Kelsea Hornsby | Jan 12, 2021 | Blog

“Prediction is very difficult, especially if it’s about the future!” Niels Bohr

Human beings love to make predictions. Just look at the extraordinary growth of the gambling industry. Twenty-four hours a day, you can place a bet on anything from the number of throw-ins in a football match to the colour of the Queen’s hat at Ascot.

But there’s a problem – and a reason why online betting is one of the most profitable sectors in the economy. It’s that most of us aren’t very good at it.

Ask Professor Philip Tetlock at the University of Pennsylvania. In the mid-1980s, … More →

How much does is cost to build an investment platform?

by Kelsea Hornsby | Dec 14, 2020 | Blog

The truth is, it differs wildly.

We looked into three categories: robo advice platforms, life co platforms and independent platforms and we found some incredible differences, and published the findings in our 2020 Advised Platform Report ‘Endgame’.

You can see a taster in Abraham’s 7-minute video.

Or you could just cut to the chase and order a copy…

Interested just a teensy bit?

To discuss buying yours, please email hello@finalytiq.co.uk today.

Your 2020 Platform Report is here!

by Kelsea Hornsby | Dec 8, 2020 | Blog

FinalytiQ’s Advised Platform Report ‘Endgame’ is here! Including our notorious Financial Performance Ratings.

As you’d expect, we tell it like it is, providing in-depth insight and analysis of the financial performance of over 20 advised platforms over the last three years.

The report is for you essential reading if you are:

A financial planner – it provides a key part of platform due diligence
A platform provider – it enables you to keep tabs on the competition
An industry player – it provides key insights into the industry’s direction of travel

To discuss buying your copy, email hello@finalytiq.co.uk today.

 … More →

Expensive multi-asset funds undermine the value of advice.

by Abraham Okusanya | Sep 5, 2019 | Blog

Recommended Summer Reading for Advisors

by Abraham Okusanya | Jul 8, 2019 | Blog

Summer is upon us. If you’re looking for what to read during your holiday, here’s some of the best books I’ve read so far this year and some of the thought-provoking bits for each book.

1. Stay The Course: The Story of Vanguard and the Index Revolution by John C Bogle

 

The formation of Vanguard largely went unnoticed by the press. Today, one searches in vain for any recognition in the financial media that a new company had been born, let alone a new company that had broken the traditional rules of mutual fund structure.

 

 

Then again, nobody in 1974