by Jeremy Fawcett and Andrew Ashwood | 15 March 2019 | UK Adviser Platforms, UK D2C
The FCA is considering banning exit fees – which, on balance, is good for consumers and a positive step for the platform market. But as recent parliamentary shenanigans have shown us, ‘nothing is agreed until everything is agreed’. The FCA has been clearer in its...
by Andrew Ashwood | 08 March 2019 | UK D2C
The average number of funds on direct platform select lists has reduced by 10 in the last year. Some of the main cuts came with the relaunches of Hargreaves Lansdown’s Wealth 50 and Interactive Investor’s Super 60 at the start of the year. Select lists play a...
by Andrew Ashwood | 07 December 2018 | Archive
Multi-asset and multi-manager funds are a staple of most advisers’ investment arsenal. Motivations to use and their role within client portfolios differs, but one of the most common things we hear from advisers is that they are being used as a one-stop solution for...
by Andrew Ashwood | 23 November 2018 | Archive
Financial advisers have been increasing their use of passives in recent years, although this consists almost entirely of index tracker funds. ETFs have still largely failed to gain traction in the adviser community. Advisers have different views on how passives should...
by Andrew Ashwood | 16 November 2018 | Archive
Another quarter has come and gone and with it comes the latest wave of adviser platform data. Adviser platforms have grown at 5.4% over Q3 2018 as the overall market steadily approaches the £550bn mark. Equity markets remained largely flat in the quarter – the FTSE...
