by Richard Bradley | 13 March 2020 | UK Financial Advisers
Around half of UK advisers are using bucketing strategies for clients in decumulation, up significantly from a few years ago. This typically involves two or three portfolios, with at least one of them in cash or cash-like products as a safety net in case of market...
by Richard Bradley | 28 February 2020 | Europe, UK Adviser Platforms, UK D2C
There has been a significant amount of M&A in the platform market of late, in the UK and Continental Europe, across D2C and intermediaries. Here we take a quick look at just a few of the deals we’ve seen over the past year, starting in the UK. FNZ gobbles up GBST...
by Richard Bradley | 07 February 2020 | UK Financial Advisers
The last 12 months have seen some significant shifts in retirement advice. However, adaptation to pension freedoms remains very much a work in progress for both advisers and providers. As well as shifts in retirement planning over the past year, we have also seen a...
by Richard Bradley | 24 January 2020 | Europe
This week has seen further consolidation in the European platform market, with Clearstream acquiring a majority stake in UBS Fondcenter. When combined with Clearstream’s Fund Desk business, the new ‘Fondcenter’ platform will be the third-largest platform in...
by Richard Bradley | 22 November 2019 | Europe
We’re seeing the initial signs of a rolling back of open architecture across Europe. Distributors are increasingly focusing on building overall ‘solutions’ rather than picking best of breed funds by asset class. They are also looking to limit the range of products...
