by Platforum Team | 14 December 2018 | Archive
While the political chaos reigns, the retail investment industry continues a transformation in response to the mega trends of digitalisation and shifting retirement demographics. Profound regulatory changes continue to influence the behaviour of companies and...
by Andrew Ashwood | 07 December 2018 | Archive
Multi-asset and multi-manager funds are a staple of most advisers’ investment arsenal. Motivations to use and their role within client portfolios differs, but one of the most common things we hear from advisers is that they are being used as a one-stop solution for...
by Richard Bradley | 30 November 2018 | Archive
Few technology shifts turn out to be big one-off developments that supersede everything that went before them. Many are fairly mundane day-to-day affairs that slowly integrate themselves into our lives. Robo-advice has picked up plenty of news coverage in recent...
by Andrew Ashwood | 23 November 2018 | Archive
Financial advisers have been increasing their use of passives in recent years, although this consists almost entirely of index tracker funds. ETFs have still largely failed to gain traction in the adviser community. Advisers have different views on how passives should...
by Andrew Ashwood | 16 November 2018 | Archive
Another quarter has come and gone and with it comes the latest wave of adviser platform data. Adviser platforms have grown at 5.4% over Q3 2018 as the overall market steadily approaches the £550bn mark. Equity markets remained largely flat in the quarter – the FTSE...
by Richard Bradley | 09 November 2018 | Archive
Advisers continue to rank pricing as their number one consideration when picking a platform. However, as the FCA has recently pointed out, comparing platforms on price can be fiendishly difficult. An individual platform’s charging structure is generally relatively...
