Our regular round-up of the latest insights on investment distribution
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
The recruitment hunt in adviser firms is on!
We’ve all seen the headlines – it’s boom time for UK financial advisers. Adviser firms’ revenue is up 22% since 2016, and firms are looking to expand – especially in internal headcount. Adviser firms are on the hunt for recruits, with 65% aiming to add to their...
Mariam Pourshoushtari 03 August 2018
Have we reached an outsourcing plateau?
The big story of this week has been Nucleus’ AIM listing – another platform IPO and a huge achievement for the whole Nucleus team. In other news, we have just published our latest report, Model Portfolios on Platform, looking at outsourcing drivers and trends for...
Andrew Ashwood 27 July 2018
Investment Platforms Market Study – there’s always room for improvement
Platforms must be doing something right to get their very own FCA market study. Impressive asset levels, growth rates and customer numbers over the last decade have caught the regulator’s eye. Further, asset managers have drawn the FCA’s attention to the parts of...
Platforum 20 July 2018