Our regular round-up of the latest insights on investment distribution
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
Risky business – how advisers are using risk profiling tools
Advisers are increasingly making use of third-party risk profiling tools, with over 70% of adviser firms now telling us at Platforum that they use them. But how they use these planning tools varies greatly from firm to firm, as we found in Harrogate at our most...
Mariam Pourshoushtari 20 September 2019
Platforms: back to basics
Over the decade that Platforum has been covering platforms, we’ve seen the market evolve and mature. But sometimes it’s worth getting back to basics and posing a much simpler question: what exactly is a platform? In our soon-to-be-published UK Adviser Platforms...
Andrew Ashwood 13 September 2019
UK advisers move to rebalance charges
Over 90% of UK adviser firms have changed their approach to adviser charging in the last two years, according to our survey for the latest Platforum report - UK Adviser Market: Costs and Charges. The most glaring trend is towards cutting charges for higher value...
Mariam Pourshoushtari 06 September 2019
Asset management at a crossroads
The role of asset management looks to be changing as fund managers lose influence and experience falling profit margins. Asset management used to be the main bit of the value chain. If investment performance was good, it didn’t matter how far removed fund managers...
Jeremy Fawcett 30 August 2019