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

There was a time when certain industry commentators speculated that platforms would eventually make back office software redundant. Not so much now. This sector within the fintech industry – perhaps traditionally regarded as rather pedestrian in some quarters – is...

In our latest wave of consumer research, we find that just over a third of investors are clear about how much they pay for their fund investments. If anything, this self-reported perception may be too high. Fund fees are probably still too complicated for most...

Tucked away in spreadsheet Phil’s Budget were a few nuggets – good and bad – that will impact on the retail financial services industry and its clients. UK life assurance bonds (and endowment policies) have now become a tad less tax efficient with the abolition of...

With the loss of two big name brands in the adviser platform sector, the Platforum assets under administration tables are going to have something of a different look and feel about them. This weekend the England rugby team will line up against Australia in the Old...

There are significant changes occurring across numerous sectors in our industry, with many requiring the development of digital services to make them effective. What is crucial is that as those developments progress we continue to put the consumer’s interests at...

MiFID II will concentrate financial advisers’ minds wonderfully on how they charge their clients on an ongoing basis – and how they present those charges. Anecdotal evidence strongly suggests that most advisers haven’t yet woken up to their new responsibilities...