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The Meaningful Money Personal Finance Podcast

Aug 3, 2016

Last week we talked about asset allocation and choosing the right kinds of assets and funds to invest for your future. These days, most people invest via something called a platform. This week I’ll be looking at why that is the case, whether or not that approach is right for you, and what criteria you should look at when choosing a platform.

Choosing a platform


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Choosing a platform

Now I have looked at platforms before in Season One of this show. Listen back to Sessions 11 and 75. These will give you some more depth if you want to add to today’s session. But by the end of today’s episode, you should be have everything you need to know and everything you need to do to when choosing a platform.

In this session, you'll discover:

  1. What a platform really is
  2. How to choose one over the other (hint: it's pretty subjective)
  3. The key differences between adviser platforms and direct to consumer (D2C) platforms
  4. Why you should do your homework before choosing your platform
  5. The charges you need to look out for
  6. Why it's OK to dip your toes in and try a platform out...

Resources mentioned in this week's show

Podcast: Season 1, Session 11 - Platforms, Wrappers and Funds Podcast: Season 1, Session 75 - Direct Investment Platforms with Mark Polson Podcast: Season 1, Session 125 - The Rise of the Robo-Adviser, with Al Rush Download: Pricing guide to direct platforms, from The Lang Cat

Previous episodes in this season

Podcast: Season 2, Episode 1 - Why Invest? Podcast: Season 2 Episode 2 - Risk, Volatility & Timescale Podcast: Season 2 Episode 3 - Know Yourself: Risk Tolerance & Risk Capacity Podcast: Season 2 Episode 4 - Practical Asset Allocation Try Audible for Free

Free email course - Learn How To Invest


And of course, there is a full transcript available by clicking the big blue button below:

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I love to read and respond to your comments, so please do join in and share.

Question: Have you chosen a platform? What made up your mind which to use?

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