Our regular round-up of the latest insights on investment distribution
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
Hargreaves Lansdown – making the shortlist
Hargreaves Lansdown unveiled its new Wealth Shortlist this week, replacing the short-lived Wealth 50 which it launched back in January 2019. Since then it has faced much criticism, especially during the well-publicised Woodford issues. The nuts and bolts With the...
Andrew Ashwood 03 July 2020
Investment committees – a growing force in investment selection
Nearly two-thirds (62%) of adviser firms now have investment committees; and these play an increasingly important role in selecting investments, according to our latest research into adviser investment propositions. Many smaller firms have these committees, and...
Jennifer Mallett 19 June 2020