by Platforum | 18 December 2020 | ESG, Europe, UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
2020 has been a disaster for many businesses. The financial services sector has been very lucky in comparison, insulated from the worst of the crisis. Looking ahead to 2021, we examine here the major trends that are due to shape retail investment channels across the...
by Platforum | 14 February 2020 | UK Fund Distribution
The first batch of assessment of value (AoV) reports from asset managers have appeared on our desks from Hargreaves Lansdown, Vanguard and Rathbones. The FCA’s has ‘concerns that retail investors may be getting poor value for money’ and has chosen several assessment...
by Platforum | 20 July 2018 | Archive
Platforms must be doing something right to get their very own FCA market study. Impressive asset levels, growth rates and customer numbers over the last decade have caught the regulator’s eye. Further, asset managers have drawn the FCA’s attention to the parts of the...
by Platforum | 16 March 2018 | Archive
Platforms are all over the national and trade press following a spate of IPO announcements and rumours. But what are the implications? Firstly, who’s doing what? Transact listed last month with a valuation of £650m – shares have since increased by 38%. Old Mutual...
by Platforum | 01 March 2018 | Archive
On 13 February, we presented our perspective on the key issues in investment distribution – the 2018 Platforum Perspectives. Here they are for advised distribution: Scale gives an edge – advisory groups and platforms have used it to bring down charges. Those that...
