by Mariam Pourshoushtari | 09 February 2018 | Archive
We can’t talk about adviser fintech without addressing the elephant in the room – integration. And it shouldn’t surprise anyone that it is the top barrier to adviser firms adopting tech in the advice process. They complain that systems don’t communicate with each...
by Rodolfo Crespo | 02 February 2018 | Archive
Today we publish our report on the size and structure of the D2C market showing a sector that has ballooned to over half a trillion AUA. This consists of direct platform assets but also the wider execution-only market with wealth managers (including the ‘robos’),...
by Andrew Ashwood | 26 January 2018 | Archive
Advisers are primarily using multi-asset/multi-manager funds as a one-stop shop solution for less wealthy clients. That’s according to the latest Platforum research – UK Fund Distribution: Multi-Asset and Multi-Manager. We found that 69% of advisers identified the...
by Miranda Seath | 19 January 2018 | Archive
Sam Seaton’s energy and enthusiasm is infectious. An Aussie who has lived in the UK for over 20 years, she is the chief executive of personal finance management tool Moneyhub. Seaton is always thinking about people: what makes us tick, our behavioural traits, our...
by Miranda Seath | 19 January 2018 | Archive
The most important selection criteria for advisers choosing DFMs on platform are fees and charges, according to our research. There is little variation in the DFM fee on platform, so reducing the OCF of the underlying funds has become an important means of reducing...
by Rodolfo Crespo | 15 January 2018 | Archive
The Platforum Investor Experience Leaderboard is topped by AJ Bell Youinvest for the first time. The platform scores consistently across the board, receiving maximum marks for investment choice and top marks for cost (smaller portfolios), customer service, guidance...
