Our regular round-up of the latest insights on investment distribution
Navigating the investment boom: how UK retail investing is evolving at the start of 2025
As 2024 draws to a close, the £2.4tn UK retail investing market looks busier than ever: existing trends continue to play out and new regulatory, legislative and economic factors are layered on top. Total UK retail assets were 9.3% higher than last year – D2C...
Advisers are addressing tech integration woes by using fewer systems
Advisers are fed up that their technology isn’t joined up. But this problem of poor integration is gradually improving as we reveal in our latest report UK Financial Advisers: Adviser Technology. Poor systems integration is a longstanding bugbear for advisers,...
Wealth managers’ funds-of-funds in the doldrums, but not if the price is right
There are many reasons why wealth managers may want to wrap portfolios into a unitised/fund structure: an expanded investment universe, simpler distribution, streamlined reporting, better control of charges and fewer CGT headaches. But unitised portfolios have been...
Adviser platforms must be ready for Budget-induced financial planning changes
Adviser platform assets continue to rise, but the Budget poses challenges, according to our latest UK Adviser Platforms: Autumn Update report. AUA was up in Q3, with some platforms achieving growth of 4% or more. However, flows have taken a slight hit – especially...
D2C services plot different paths to similar destinations
Online investing services offer their customers distinctly different experiences but are becoming more similar in how they combine investing, saving and day-to-day money, according to our latest UK D2C: Investor Experience report. Differences abound. Established...
How IHT changes in the Budget will help life cos
The Budget introduces significant inheritance tax (IHT) changes that will impact financial advisers, platforms, wealth managers, and asset managers. Life insurers, however, may benefit most. Key IHT adjustments include: • Limiting pensions as IHT avoidance tools,...