by Andrew Ashwood | 25 May 2018 | Archive
In the first quarter of 2018, growth in adviser platform assets halted and they remain just shy of the £500bn mark. Equity markets have been less favourable over the quarter with a period of volatility halting the progress of 2017’s bull market. The benefits of scale...
by Andrew Ashwood | 11 May 2018 | Archive
The debate rages on as to whether financial advisers should look after their clients’ investments and manage portfolios in-house or outsource them to a DFM. Following the RDR there was an uptick in advisers going down the outsourced route but in recent years we have...
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 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 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...
