Calendar

Plaforum’s 2024 research reports, available individually or as part of a subscription, are detailed below. For more information, email enquiries@platforum.co.uk.

Most Platforum research reports are also supported by analyst briefings which are exclusive to subscribers. These provide an overview of findings and additional insights from Platforum analysts. Analyst briefings usually take place a few weeks after a report’s publication.

UK Wealth Management

UK Financial Advisers

UK Adviser Platforms

UK D2C

European Fund Distribution

UK Consumer Insights

January - UK Consumer Insights

UK Consumer Insights

March - UK D2C: Market Overview

UK D2C: Market Overview

March - UK Financial Advisers: Planning Technology

UK Financial Advisers: Planning Technology

March - UK Adviser Platforms: Market Overview

UK Adviser Platforms: Market Overview

April - UK D2C: Investment Distribution

UK D2C: Investment Distribution

May - UK Adviser Platforms: Investment Distribution

UK Adviser Platforms: Investment Distribution

May - UK Wealth Management: Market Overview

UK Wealth Management: Market Overview

May - European Fund Distribution: Platforms

European Fund Distribution: Platforms

June - UK Financial Advisers: Investment Distribution

UK Financial Advisers: Investment Distribution

July - UK Wealth Management: Platform MPS

UK Wealth Management: Platform MPS

August - UK Adviser Platforms: Platform Selection

UK Adviser Platforms: Platform Selection

September - European Fund Distribution: Routes to Market

European Fund Distribution: Routes to Market

September - UK D2C: Investor Experience

UK D2C: Investor Experience

September - UK Financial Advisers: Market Overview

UK Financial Advisers: Market Overview

October - UK Wealth Management: Investment Distribution

UK Wealth Management: Investment Distribution

November - UK Adviser Platforms: Pricing

UK Adviser Platforms: Pricing

December - UK Fund Distribution: Annual Review

UK Fund Distribution: Annual Review

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