Platform Profitability: Myth Vs Reality

Imagine my surprise a few days ago when I read that advised platform sector made a profit in 2015!

This is news to me. And I have been researching the financial performance of platforms for some time now, before it became fashionable to do so.

So what the does our latest data tell us about the financial performance of advised platform?

There are different measures of profitability – Operating Profit, Adjusted Operating Profit, EBITDA, etc. But which one really matters and why? That’s what I talk about in this video!

 

.

Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.
He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

Read Full Bio

Advised Platform Report (Free Excerpt)

Download a free excerpt of the Advised Platform Report (2016) to gain insight on financial performance of platforms.

Thank you. A copy has been sent to your inbox!