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

Last week I was delighted to have the opportunity to talk about one of the most critical challenges for platforms over the next 5 to 10 years – which is how do they need to evolve?  And by ‘need’ – we frankly mean what’s required if platforms are genuinely to meet...

Here at Platforum, as we return our leopard print clothing to our wardrobes (apart from Peter Mann who failed miserably to embrace the theme – unless the rumours are true) and dust ourselves down after a frenetic but hugely enjoyable Platforum conference, we...

Who should pay -- the client or the adviser? It will come as no surprise that advisers believe clients should pay for the platform. Most also think clients are the main beneficiaries of the platform. Platforum recently conducted research with advisers on the notion...

After 3 years at the helm of Platforum Heather Hopkins has decided that the time is right to pursue her own career in the consultancy and research space. Under Heather's leadership Platforum has firmly established itself as the reference point in the boardroom for...

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...