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

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...

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...