by Andrew Ashwood | 15 November 2019 | UK Adviser Platforms
Adviser platform assets continue to rise – despite some major headwinds. In our recently published figures for Q3 2019, the total adviser platform market stands healthily over £500bn, of which assets relating specifically to financial advisers represent around £430bn....
by Andrew Ashwood | 01 November 2019 | UK Adviser Platforms
The long-term downward trend in UK adviser platform pricing continues. Headline charges have been trimmed over the past year and special pricing deals between platforms and advisers have driven overall costs even lower. For platforms charging 0.30%, and barely (if at...
by Andrew Ashwood | 11 October 2019 | UK Financial Advisers
There is a significant amount of third-party influence on financial advisers’ investment propositions. Our latest research finds that even portfolios built ‘in-house’ tend to be heavily influenced by external groups such as research agencies, risk profiling tools,...
by Andrew Ashwood | 13 September 2019 | UK Adviser Platforms
Over the decade that Platforum has been covering platforms, we’ve seen the market evolve and mature. But sometimes it’s worth getting back to basics and posing a much simpler question: what exactly is a platform? In our soon-to-be-published UK Adviser Platforms...
by Andrew Ashwood | 09 August 2019 | UK Fund Distribution, UK Wealth Management
DFMs are a large and expanding channel for retail investment distribution, with impressive growth from the financial adviser sector via their model portfolios on platforms. Now more than ever, asset managers need to understand how DFMs construct their portfolios,...
