Our regular round-up of the latest insights on investment distribution
Platform malfunction – phew, it’s TSB
However much a company tries to do the right thing, sometimes it’s really hard to deliver the service it sets out to offer. TSB has worthy values – straightforward, transparent and responsible. It also has 8,500 staff working to meet the needs of customers, but...
Jeremy Fawcett 27 April 2018
RDR meets MiFID II
A key objective of the RDR was to create an industry with more clarity for consumers around products and services. However, according to our latest research, British investors do not feel better informed on fund costs than other Europeans: The proportion of British...
Jeremy Fawcett 20 April 2018
Man and machine: the need for a human touch
We know that robo propositions make up the fastest growing segment of the direct to consumer market in the UK and across Europe they now manage over €10bn. But while the growth story is impressive, acquisition is a real struggle. One global trend is robos looking...
Arun Shrestha 13 April 2018
AMMS Policy Statement: A quiet revolution in how we assess value
A quiet revolution is taking place in asset management and it relates to how we measure value. The implications could stretch beyond asset managers and across the value chain if the FCA extends the framework that it sets out in the latest AMMS policy statement to...
Miranda Seath 06 April 2018
Larger platforms still dominating the market
UK adviser platform assets grew strongly in 2017, surpassing the half a trillion AUA mark. In percentage terms, growth outstripped the direct platform market, reinforcing the view that now is a good time to be an adviser (and an adviser platform). Platform growth...
Andrew Ashwood 23 March 2018
Platform IPOs – the time is right
Platforms are all over the national and trade press following a spate of IPO announcements and rumours. But what are the implications? Firstly, who’s doing what? Transact listed last month with a valuation of £650m – shares have since increased by 38%. Old Mutual...
Platforum 16 March 2018