by Mariam Pourshoushtari | 03 August 2018 | Archive
We’ve all seen the headlines – it’s boom time for UK financial advisers. Adviser firms’ revenue is up 22% since 2016, and firms are looking to expand – especially in internal headcount. Adviser firms are on the hunt for recruits, with 65% aiming to add to their staff...
by Andrew Ashwood | 27 July 2018 | Archive
The big story of this week has been Nucleus’ AIM listing – another platform IPO and a huge achievement for the whole Nucleus team. In other news, we have just published our latest report, Model Portfolios on Platform, looking at outsourcing drivers and trends for...
by Platforum | 20 July 2018 | Archive
Platforms must be doing something right to get their very own FCA market study. Impressive asset levels, growth rates and customer numbers over the last decade have caught the regulator’s eye. Further, asset managers have drawn the FCA’s attention to the parts of the...
by Miranda Seath | 13 July 2018 | Archive
Our research with advisers identified lack of systems integration as the number one challenge to adviser firms becoming more automated and digital. So we have partnered with Origo to look at how platforms and adviser fintech can become better connected. You can find...
by Jeremy Fawcett | 06 July 2018 | Archive
Many of the UK and continental Europe’s distribution experts gathered at Platforum ID – the Investment Distribution Conference this week. Like so many good conversations, you tend to come out with more questions than you went in with. Intermediated distribution was...
by Joshua Taylor | 29 June 2018 | Archive
Discussions with advisers for our recently published Advice in Decumulation report show that they consider transfer advice for retiring clients to be high-risk. The FCA has decided not to alter its ‘default’ position on DB transfers – advisers should assume a transfer...
