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

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....

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...

Steve Newbold, Divisional Managing Director commented: “Platforum is a key growth brand for Centaur Media and the insight and expertise offered by this subscription brand is core to our on-going business transformation. We are pleased to continue to invest in the...

Jeremy: In terms of your own personal investment journey, can you pick out any areas that have changed as a result of digitalisation? Ashley: I have an IFA and various investments that are largely managed on the Transact platform though I also use Hargreaves...

The FCA’s Data Bulletin is increasingly hotly anticipated and yesterday’s release shared some fascinating insights on adviser charging, sources of revenue and revenue per adviser. The data show that the average minimum initial advice charge is 1.2% and average...

Standard Life head of adviser propositions and strategy David Tiller believes platforms are misunderstood. The reason for this misunderstanding stems from a simplistic view of the value chain as comprising advice, admin and funds.  Read the full...