Our regular round-up of the latest insights on investment distribution
Investment fund industry: new decade, new thinking
“We believe that sustainability should be our new standard for investing.” This was written in bold characters in the latest letter from Larry Fink to BlackRock’s clients. It would be easy to dismiss these words as just an attempt to liberate the firm from its...
Victor Garcia Priego 17 January 2020
Why open a Stocks and Shares ISA?
Most British adults do not invest. More specifically two fifths of the British population have only ever had cash savings and a further fifth have neither saved nor invested. This poses a good question to start the new year: why should the average saver open a...
Ross Langbridge 10 January 2020
Platforum Predicts…
All across Europe – including UK – we are seeing changes to regulation, demographics and what investors want. Firms continue to evolve their business models and the industry slowly alters course. Our last newsletter of the year covers our predictions for 2020 and...
Platforum Team 13 December 2019
Platforum Investor Experience Leaderboard winner…
Competition in the D2C market is fierce. The RDR was initially expected to lead to an exodus away from financial advice towards self-direction. A plethora of D2C propositions therefore came to market, expecting to cash in. Six years on, while asset prices have...
Cristina Puscas 29 November 2019
From open to guided architecture
We’re seeing the initial signs of a rolling back of open architecture across Europe. Distributors are increasingly focusing on building overall ‘solutions’ rather than picking best of breed funds by asset class. They are also looking to limit the range of products...
Richard Bradley 22 November 2019
Adviser platform growth over an uncertain backdrop
Adviser platform assets continue to rise – despite some major headwinds. In our recently published figures for Q3 2019, the total adviser platform market stands healthily over £500bn, of which assets relating specifically to financial advisers represent around...
Andrew Ashwood 15 November 2019