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

In our conversations with advisers, platform usability and the user experience is becoming an increasingly prominent area of focus. Arguably, alongside charges, it’s the next platform battleground. And once platforms have cleared the hurdle of upgrading the core...

The Retail Distribution Review is often referred to as the key starting point for the regulation of commissions paid out of products.  In fact it was just one milestone – albeit a major one – in a decades-long debate about how best to charge consumers for financial...

This quarter we put the platforms through their paces by road testing them to get a better measure of usability and functionality. We have done this through a combination of platform demos and viewing live accounts alongside financial advisers and paraplanners....

A straw poll of millennials in my office reveals that young Londoners struggling to hoist themselves onto the housing ladder – while also paying down student debt – have no plans to retire in any conventional sense. It’s not just that they don’t think they can:...

Over the course of our Adviser Market research we have encountered many different types of advisers with varying approaches to the business of giving advice. We think that segmentation based on geography or size of firm is limited and challenge platforms and asset...

Platforum Senior Analyst, Rodolfo Crespo, comments: “This deal highlights the strong investor interest in the platform industry that we have seen recently. Fund platforms have become hugely influential for fund distribution and have significant opportunities ahead...