he recent budget from the government of British Columbia (BC) was notable for its take on the Pooled Registered Pension Plan strategy. Unlike the original Quebecois proposals, which mandated provision and contribution by employers, the BC government’s approach seems mindful of the need to get people saving for their retirement without driving up the cost …

By Tom Murray, Head of Product Strategy, Exaxe. es Miserables, this year’s must-see Oscar-nominated film of the well-known UK musical may seem to have little to do with technology. There is, however, a key moment watching the film when the young Cossette is dreaming of escape from her life of misery and sings a song …

… is taking away large amounts of assets here now for platforms? Over the last 10 years, the amount of Assets under Administration (AUA) has built up to the point where over £232 billion is now under administration and over 75% of all adviser flows are passing through platforms. The market for platforms in funds …

This article was originally commissioned and published in January 2013 for Investment Life & Pensions Moneyfacts publication. Tom Murray, Head of Product Strategy at Exaxe, explores the rise of social media and considers why advisers and providers must find ways to be included within these trusted networks. Trust and Social Media ociety has changed. The …

ince the initial 2010 decision to implement Pooled Registered Pension Plans (PRPPs), there has been little progress.  The federal government has passed the bill enabling the concept but there has been no follow-up enabling legislation from the provinces.  The only really constructive moves came from Québec and that stalled following the Liberals loss of power …