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...

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...

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...

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...