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

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...

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:...