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

Do select lists successfully identify the top performing funds? They play a big role in guiding self-directed investors, but do the funds on them deliver consistent, market-beating returns? We pose these questions and driIl down into the performance of each...

On a rainy December day last year, Hargreaves Lansdown announced the inclusion of the First State Asia Focus Fund on its Wealth 150+ select list. Suddenly, the sun shone for this fund! Morningstar data shows that net flows in the following month after the Wealth...

On 13 February, we presented our perspective on the key issues in investment distribution – the 2018 Platforum Perspectives. Here they are for advised distribution: Scale gives an edge – advisory groups and platforms have used it to bring down charges. Those that...

For immediate release – 15th February 2018 Platforum has announced the winners of the 2018 Platforum Awards recognising excellence among platforms and propositions that are influential in the distribution of investments. All of the 12 awards are based on Platforum...

We can’t talk about adviser fintech without addressing the elephant in the room – integration. And it shouldn’t surprise anyone that it is the top barrier to adviser firms adopting tech in the advice process. They complain that systems don’t communicate with each...

Today we publish our report on the size and structure of the D2C market showing a sector that has ballooned to over half a trillion AUA. This consists of direct platform assets but also the wider execution-only market with wealth managers (including the ‘robos’),...