Our regular round-up of the latest insights on investment distribution
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
Getting tough at the top of the D2C market
Over the past year, we’ve seen direct platforms significantly improving the investor experience and there are more companies that can genuinely claim to offer a top rate service. In particular, content and guidance have improved and new mobile features have been...
Cristina Puscas 08 November 2019
Platforms as a commodity
The long-term downward trend in UK adviser platform pricing continues. Headline charges have been trimmed over the past year and special pricing deals between platforms and advisers have driven overall costs even lower. For platforms charging 0.30%, and barely (if...
Andrew Ashwood 01 November 2019