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

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...

New Year, new research. Platforum welcomes in 2018 with our latest Consumer Insights report published earlier this week. We continue to track investor involvement with investments, or in other words, whether they are self‐directed, entirely reliant on expert advice...

One of the most fascinating charts in the latest Platforum report on multi-asset and multi-manager funds is a scatter diagram relating fund flows to fund charges – as measured by average OCFs for different groups. The basic data comes from Morningstar and covers...