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

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...

The most important selection criteria for advisers choosing DFMs on platform are fees and charges, according to our research. There is little variation in the DFM fee on platform, so reducing the OCF of the underlying funds has become an important means of reducing...

The Platforum Investor Experience Leaderboard is topped by AJ Bell Youinvest for the first time. The platform scores consistently across the board, receiving maximum marks for investment choice and top marks for cost (smaller portfolios), customer service, guidance...

Platforum’s latest UK fund distribution report published this week, Tracker funds and ETFs shows that the vast majority of advisers (94%) are using passives within client portfolios but they are blending active and passive funds. Higher transaction costs for ETFs...

Platforum has announced the promotion of Miranda Seath to Research Director with responsibility for adviser platforms, the financial advice market and UK fund distribution research. Rodolfo Crespo has also been appointed Associate Research Director with...