Our regular round-up of the latest insights on investment distribution
Drawdown chicken and egg
“There has been little in the way of product innovation in retirement income products since pension freedoms came into force.” That’s according to the FCA’s latest Sector Views, published last week. From advisers we’re getting the same feedback: they want...
Richard Bradley 18 January 2019
Democratising investing
Investing is beginning to reach further into the mass market. Our latest Consumer Insights research shows that 29% of British adults are investors, a steady increase over the past couple of years. While the robos have been the cheerleaders of the ‘democratisation...
Jeremy Fawcett and Joshua Taylor 11 January 2019
Platforum predicts
While the political chaos reigns, the retail investment industry continues a transformation in response to the mega trends of digitalisation and shifting retirement demographics. Profound regulatory changes continue to influence the behaviour of companies and...
Platforum Team 14 December 2018
Advisers’ one-stop shop solutions
Multi-asset and multi-manager funds are a staple of most advisers’ investment arsenal. Motivations to use and their role within client portfolios differs, but one of the most common things we hear from advisers is that they are being used as a one-stop solution for...
Andrew Ashwood 07 December 2018
Technology in the advice process
Few technology shifts turn out to be big one-off developments that supersede everything that went before them. Many are fairly mundane day-to-day affairs that slowly integrate themselves into our lives. Robo-advice has picked up plenty of news coverage in recent...
Richard Bradley 30 November 2018
How advisers are using passives
Financial advisers have been increasing their use of passives in recent years, although this consists almost entirely of index tracker funds. ETFs have still largely failed to gain traction in the adviser community. Advisers have different views on how passives...
Andrew Ashwood 23 November 2018