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

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’),...

Advisers are primarily using multi-asset/multi-manager funds as a one-stop shop solution for less wealthy clients. That’s according to the latest Platforum research – UK Fund Distribution: Multi-Asset and Multi-Manager. We found that 69% of advisers identified the...

Sam Seaton’s energy and enthusiasm is infectious. An Aussie who has lived in the UK for over 20 years, she is the chief executive of personal finance management tool Moneyhub. Seaton is always thinking about people: what makes us tick, our behavioural traits, our...