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

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...

Among the avalanche of ‘terms of reference’, consultation papers and policy statements coming from the FCA this summer (a little light reading for the train to Cornwall on this Friday’s staycation weekend!) is CP 17/16: Advising on pension transfers. The current...

Some advisers claim that outsourcing investment selection reduces risk and the requirement to give suitable advice. We think that is wrong. Today I’ll make the case that regulatory responsibility sits with the adviser. I’ll also tackle MiFID II and the new duty to...

When I imagine my twilight years, I am not sitting in a cramped flat watching ‘Homes under the Hammer’. Rather I am making that once-in-a lifetime trip on the Trans-Siberian Express all the way to Vladivostok (this may just be me…?). But is retirement...

This week Heather Hopkins (@heatherahopkins), Head of Platforum, shares ten of our favourite stats from recent Platforum (@theplatforum) research. To help us ease into the weekend and because we all have enough to read (my pile includes this week’s 122 page FCA...