Our regular round-up of the latest insights on investment distribution
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
The direction of travel for European Fund Distribution
Every European market is unique. Local regulations and interpretations of pan-European directives differ. Fund distribution channels differ. The mix of investments differs. The asset managers and insurance companies providing these investments differ. European...
Richard Bradley 25 October 2019
Woodford Exit
This week saw Link pull the plug on the Woodford Equity Income Fund (WEIF), leading to the investment manager’s exit from its other vehicles. WEIF investors don’t know how much of the 85p current valuation will be returned to them in 2020. The Patient Capital...
Jeremy Fawcett 18 October 2019
How ‘in-house’ are advisers’ in-house investment propositions?
There is a significant amount of third-party influence on financial advisers’ investment propositions. Our latest research finds that even portfolios built ‘in-house’ tend to be heavily influenced by external groups such as research agencies, risk profiling tools,...
Andrew Ashwood 11 October 2019
Avoiding the Kodak moment for asset management…
Players across the asset management value chain who don’t pivot in response to today’s changes are risking obsolescence. Asset managers need to reconnect with end investors to understand how they want to consumer as well as what they want to consume. It’s about...
Jeremy Fawcett 07 October 2019