Our regular round-up of the latest insights on investment distribution

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...

Our research with advisers identified lack of systems integration as the number one challenge to adviser firms becoming more automated and digital. So we have partnered with Origo to look at how platforms and adviser fintech can become better connected. You can...

Many of the UK and continental Europe’s distribution experts gathered at Platforum ID – the Investment Distribution Conference this week. Like so many good conversations, you tend to come out with more questions than you went in with. Intermediated distribution was...

Discussions with advisers for our recently published Advice in Decumulation report show that they consider transfer advice for retiring clients to be high-risk. The FCA has decided not to alter its ‘default’ position on DB transfers – advisers should assume a...

Last week’s acquisition of end-consumer engagement platform, rplan, by InvestCloud, is another tech play for asset managers and providers, hot on the heels of Invesco’s acquisition of Intelliflo. Having been an early user tester back in 2011, I’ve followed the...

The race for scale appears to be on within the wealth management space. Following news that Rathbones has acquired Scotland’s largest independent wealth manager, Speirs & Jeffrey, questions arise about how else wealth managers are looking – and can look – to...