Here’s another myth bursting video! This time, on platform pricing.
We often hear people suggest that platforms that make a profit, do so by charging more.
So in this video, I examined the relationship between cost of assets on platforms and the profitability of platforms. I found none! Zilch. Nada!
But here’s the curve ball; profitability of a platform is actually in the client’s interest! Yeah, really.
How so? Well, watch the video and find out for yourself.
If you want a free copy (PDF) of the Platform Pricing Charts (£ and %) used in this video, please give us your email below and we’ll email you one!
If you missed the first video, take a look here.
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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!
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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
