by Richard Bradley | 21 January 2022 | UK Fund Distribution
How big is the total market for retail investments in the UK? There’s granular data on aspects of the market – such as platforms, advice and wealth management. But establishing a figure for the total addressable market means pulling various disparate – often...
by Richard Bradley | 07 January 2022 | UK D2C
We’re finally seeing a welcome boost to the number of investors in the UK. We’ve been tracking the proportion of the UK population that save and invest for the last decade. The COVID-19 pandemic seems to have been the catalyst for many people to finally open an...
by Richard Bradley | 05 November 2021 | UK Adviser Platforms, UK Financial Advisers
It’s getting harder to benchmark adviser platforms on price. Platforms’ rate card pricing structures are relatively simple in isolation, but it’s nigh on impossible to compare multiple platforms directly – tiers, bands, flat fees, ad valorem fees all kick in at...
by Richard Bradley | 01 October 2021 | UK Financial Advisers
Tax planning is a key feature of advisers’ propositions. It’s a major value-add for clients and helps justify advisers’ annual charging business model – as we discuss in the latest report from Platforum UK Financial Advisers: Market Overview. This looks set to...
by Richard Bradley | 06 August 2021 | UK Wealth Management
Further concentration is coming in the wealth management market, as Raymond James announced last week that it was looking to acquire Charles Stanley. There are efficiencies to be gained from scale in wealth management. Firms have increasingly focused on centralising...
