Our regular round-up of the latest insights on investment distribution
Keeping up with the consumer – the future of financial advice is AI
We may hit peak oil before 2020 after which production goes into terminal decline. At the D2C & Digital Investing conference last week, it was suggested by Econsultancy founder, Ashley Friedlein, that we have already hit peak CDO – the point at which the Chief...
Jeremy Fawcett 07 July 2017
Asset Management Market Study Final Report: damp squib or industry fireworks?
Asset managers' profits are too high according to the FCA. That's the clear message in the Asset Management Market Study Final Report that the regulator published this week. The question is will their proposals make much of a difference? At Platforum’s D2C &...
Danby Bloch 30 June 2017
What the robots have got wrong – and what they ought do
“Simple fees,” boasts one robo proposition, “And certainly no hidden charges.” Says another: “Straightforward. How fees should be.” A third exclaims: “Fees with nothing to hide.” But I believe the bots have a few loose screws. When you think more about the market,...
Heather Hopkins 23 June 2017
Platforum comments on Standard Life’s potential merger with Scottish Widows
Miranda Seath, Head of Intermediary Research, comments: A merger between Scottish Widows and Standard Life would create a combined group with assets under management in DC schemes north of £70.6 billion – making it the largest defined contribution player by assets....
Miranda Seath 19 June 2017
The adviser’s succession dilemma
Sell out to a consolidator, merge with a likeminded competitor or help the next generation within the firm to buy you out? Put crudely, these are generally the main choices facing a few thousand owners of adviser businesses who are now in their 50s or older....
Heather Hopkins 16 June 2017
“Embrace the squeeze”: The solution to just about everything
We said in January in our Platforum Perspectives that fund managers should embrace the squeeze. Our latest investor research reveals that lower average fund management fees may actually spur appetite for actively managed funds. Also, the research noted that high...
Heather Hopkins 09 June 2017