by Andrew Ashwood | 07 May 2021 | UK D2C
The last 12 months have been transformational for providers across the retail investing spectrum. Adviser platform flows have picked up over the last two quarters but it’s online investing services that have seen a huge increase in demand. Where are these new DIY...
by Andrew Ashwood | 19 March 2021 | UK Adviser Platforms
Over half of advisers tell us that their back office system is more important for the day-to-day running of their businesses than the platforms they use. Back office systems have now established themselves as the primary technology system in adviser firms, although...
by Andrew Ashwood | 12 March 2021 | UK Adviser Platforms
Many adviser platforms suffered a noticeable downturn in new business in the second and third quarters of 2020. This was the inevitable knock-on effect of the downturn in advisers’ new business during the pandemic. Advisers have managed to keep hold of their existing...
by Andrew Ashwood | 11 December 2020 | UK Wealth Management
Financial advisers’ use of DFMs and multi-asset funds by grew rapidly post-RDR. More broadly, in-house model portfolios and similar ‘investment solutions’ have become more popular with advisers, all at the expense of building bespoke advisory portfolios for each and...
by Andrew Ashwood | 04 December 2020 | UK Adviser Platforms
Standard Life Aberdeen announced over the weekend that it was putting Parmenion up for sale. News then broke on Wednesday that Nucleus had already received some proposals. Parmenion and Nucleus are two very different propositions, and they present very different...
