Our regular round-up of the latest insights on investment distribution
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
ESG is a journey, not just a destination
The rise of ESG is prompting some bold headlines: “Almost 60% of mutual fund assets will be ESG by 2025.” “ESG funds forecast to outnumber conventional funds by 2025.” “ESG as it is today won’t exist in 10 years – it will be the norm” and so on... But viewing the...
Victor Garcia Priego 30 October 2020
What makes good investor experience
We’ve seen notable improvements across the D2C market in our annual UK D2C: Investor Experience report, published this week. The largest players have closed out gaps in their propositions and most offer a full set of tax wrappers and investment types. The content...
Jeremy Fawcett 26 October 2020
What does it take for advisers to switch platforms?
Advisers don’t move clients off platforms without really good reasons – it generally takes significant failings on the part of platforms to prompt these shifts. Advisers have been concentrating their new clients onto a smaller list of platforms that are well suited...
Andrew Ashwood 25 September 2020