Our regular round-up of the latest insights on investment distribution
What’s going on with European fund charges?
Average fund charges have fallen through the floor in the UK since the RDR. Ongoing charges – that had been 1.22% back in 2013 – fell to 1.03% in 2016 and then have dropped even more to 0.82% in 2018, according to Morningstar data. The RDR has driven clean share...
Jeremy Fawcett 21 September 2018
Assessing the Asian Opportunity
Hong Kong and Singapore have been attracting talent and wealth for some time. These days, they also compete to be amongst the most influential fintech and private banking hubs in the world. Many international asset managers have tried to tackle these markets but...
Rodolfo Crespo 14 September 2018
Blurred (asset management) lines
Many advisers are none too confident about the differences between the various species of fund-of-funds/multi‐manager and multi‐asset funds, according to Platforum research. So when is a multi-asset fund really using a direct multi-asset approach and does it matter...
Andrew Ashwood 31 August 2018
Adviser platform assets up despite sales slowdown
Our latest UK Adviser Platform Guide - Market Update reveals the adviser platform market grew at 6.3% over the second quarter of 2018 to stand at just over £500bn. Market conditions improved in the quarter and platforms have returned to growth, following a small...
Andrew Ashwood 24 August 2018
Investors will pay for digital service
This week, Charles Stanley Direct hiked its headline platform fee from 0.25% to 0.35%. The company blames the increase in charges on the tech investment required to provide a top service (having scooped the Platforum Best Direct Platform for Customer Service award...
Jeremy Fawcett 17 August 2018
MiFID II has been a catalyst for adviser firm charging reviews
Over 40% of adviser firms have reviewed their charging structures in the last six months. And nearly all adviser firms have taken a long hard look at their approach to adviser charging in the last two years, according to our adviser survey for the latest Platforum...
Joshua Taylor and Mariam Pourshoushtari 10 August 2018