Our regular round-up of the latest insights on investment distribution
Platforum Predicts
2020 has been a disaster for many businesses. The financial services sector has been very lucky in comparison, insulated from the worst of the crisis. Looking ahead to 2021, we examine here the major trends that are due to shape retail investment channels across...
Platforum 18 December 2020
The trends in DFM MPS pricing
Financial advisers’ use of DFMs and multi-asset funds by grew rapidly post-RDR. More broadly, in-house model portfolios and similar ‘investment solutions’ have become more popular with advisers, all at the expense of building bespoke advisory portfolios for each...
Andrew Ashwood 11 December 2020
For sale: Parmenion and Nucleus on the market
Standard Life Aberdeen announced over the weekend that it was putting Parmenion up for sale. News then broke on Wednesday that Nucleus had already received some proposals. Parmenion and Nucleus are two very different propositions, and they present very different...
Andrew Ashwood 04 December 2020
The Book of Stories 2.0 – a short cut to understanding families and their attitudes to money
The Book of Stories 2.0 – a short cut to understanding families and their attitudes to money This week, Senior Analyst Jennifer Mallett discusses some of Platforum's research into intergenerational financial planning that helped creates Charles Stanley's Book of...
Jennifer Mallett 27 November 2020
MiFID II’s diverse impact on European fund distribution
Europe is a highly diverse continent – this maxim also applies to fund distribution. There has been a dramatic increase in cross-border sales in the past decade, and MiFID II has been introduced to harmonise regulation across markets. However, the implementation of...
Victor Garcia Priego 20 November 2020
COVID-19 drags on platform flows in Q3 2020
Adviser platforms delivered their second consecutive quarter of growth, rebounding from their losses in the tumultuous first quarter of 2020. Platform assets grew by 2.5% in the quarter to £554bn, despite falls in stock markets in the same period when the FTSE...
Andrew Ashwood 13 November 2020