Do advisers have investment trust issues?

Why don’t advisers recommend investment trusts to their clients? The gross sales data on platform sales suggest that flows into these closed ended vehicles have failed to motor since the RDR. For the forthcoming Platforum report UK Fund Distribution: Investment...

The race for scale continues

This quarter assets on adviser platforms grew by over 5%, beating the growth of the FTSE All share, which grew by 3.1% over the same period. Year-on-year growth for adviser platform assets went north of 20%, a whopping increase. Market performance is an important...

Autumn Statement: Putting Grey Gliders in a jam

Philip Hammond appeared to avoid throwing any deliberate hand grenades this Autumn Statement but reducing the Money Purchase Annual Allowance –the amount you can save into a pension once you have taken money out of it – may turn out to be more explosive than the...