by Andrew Ashwood | 23 March 2018 | Archive
UK adviser platform assets grew strongly in 2017, surpassing the half a trillion AUA mark. In percentage terms, growth outstripped the direct platform market, reinforcing the view that now is a good time to be an adviser (and an adviser platform). Platform growth in...
by Platforum | 16 March 2018 | Archive
Platforms are all over the national and trade press following a spate of IPO announcements and rumours. But what are the implications? Firstly, who’s doing what? Transact listed last month with a valuation of £650m – shares have since increased by 38%. Old Mutual...
by Andrew Ashwood | 09 March 2018 | Archive
Do select lists successfully identify the top performing funds? They play a big role in guiding self-directed investors, but do the funds on them deliver consistent, market-beating returns? We pose these questions and driIl down into the performance of each platform’s...
by Rodolfo Crespo | 02 March 2018 | Archive
On a rainy December day last year, Hargreaves Lansdown announced the inclusion of the First State Asia Focus Fund on its Wealth 150+ select list. Suddenly, the sun shone for this fund! Morningstar data shows that net flows in the following month after the Wealth 150+...
by Platforum | 01 March 2018 | Archive
On 13 February, we presented our perspective on the key issues in investment distribution – the 2018 Platforum Perspectives. Here they are for advised distribution: Scale gives an edge – advisory groups and platforms have used it to bring down charges. Those that...
by Platforum | 15 February 2018 | Archive
For immediate release – 15th February 2018 Platforum has announced the winners of the 2018 Platforum Awards recognising excellence among platforms and propositions that are influential in the distribution of investments. All of the 12 awards are based on Platforum...
