Our regular round-up of the latest insights on investment distribution
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
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