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

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...

Uber, Airbnb, Amazon, Facebook. These are all examples of platforms. Platforms are not ordinary businesses scurrying after customers. Instead, they are so-called “multi-sided markets” that connect users on one side and suppliers on the other. Hence Uber puts as...

Does the merger of Rathbones and Smith & Williamson mark the beginning of a consolidation phase for wealth managers? Probably; because there are a number of common challenges that they share with asset managers, advice firms and platforms which are already...

With advisers saying that over 80% of their revenue is coming from investment business, the idea of outsourcing this crucial function seems counter-intuitive. Why would advisers pass over to another business the activity that appears to drive their main revenue...

Our recent research on the adviser market has proved a fascinating exercise, and we have been privileged to speak to many business owners from a wide range of firms. Our glimpses into the inner workings of advice businesses prompted us to try to think about what...