Our regular round-up of the latest insights on investment distribution
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
Adviser platform assets rebound in Q2 2020
The first half of 2020 has had a great impact on everyone’s lives, and financial advisers and platforms have not been immune to much of the disruption. We can shed some light as to the state of the market, now that we have adviser platform data for the second...
Andrew Ashwood 21 August 2020
Next gen planning
At Platforum we examined intergenerational financial planning in one long-established wealth management firm – Charles Stanley – where they have numerous examples of looking after five or six generations and more. Platforum researched and wrote the Book of Stories...
Danby Bloch 31 July 2020
Robinhood retreats
Robinhood has called off its UK raid to double down on disrupting the US stockbroking market. Just as King John would have been delighted to see the back of his nemesis, we see the same relief from today’s establishment with HL’s share price rallying 10% on the day...
Jeremy Fawcett 27 July 2020
How coronavirus will affect D2C growth strategies
Interactive Investor finalised its takeover of The Share Centre this week – its third acquisition in three years and an indication of how M&A can rapidly accelerate a company’s growth. Winning new customers is the biggest challenge for most online investing...
Jeremy Fawcett and Cristina Puscas 10 July 2020