by Richard Bradley | 19 January 2024 | UK Fund Distribution
Rising interest rates impacted every part the UK retail investment market in 2023 as cash has once again become a viable option for those seeking returns. Many investors sold down portfolios and moved into cash, retirees in particular. Platforms rolled out cash...
by Richard Bradley | 21 July 2023 | UK Wealth Management
The platform MPS market is maturing faster than we previously predicted. Market volatility in 2022, regulatory changes and advice firm consolidation have accelerated trends that we’ve highlighted before. So competition among MPS providers is getting fiercer, according...
by Richard Bradley | 09 June 2023 | Europe
2022 was a challenging year for the European platform market. The inexorable decade-long asset growth of the market went into reverse, as market falls hit B2B platform assets under administration, which fell to €3.6tn. Only a few groups managed to end 2022 higher than...
by Richard Bradley | 31 March 2023 | UK Adviser Platforms
The adviser platform market is a hive of activity on the surface. Proposition changes, new tools, M&A, technology developments. However – despite the febrile nature of the market – shifts in platforms’ market share are glacial. Platforms primarily compete over new...
by Richard Bradley | 17 March 2023 | UK Financial Advisers, UK Fund Distribution
Many of financial advisers’ clients in retirement – pretty much all their richest ones – regard their DC pensions as inheritance tax plans and only plan to draw on them as a last resort, according to Platforum’s findings in our recent report on decumulation advice. DC...
