Our regular round-up of the latest insights on investment distribution
Old Mutual Wealth’s decision to change spark plug suppliers
Old Mutual Wealth’s decision to terminate its contract with IFDS and to engage FNZ for its platform upgrade is big news to industry pundits. But does it matter for financial advisers and their customers? Perhaps it is like the spark-plug in the racing car, the chip...
Heather Hopkins 05 May 2017
Why do advisers outsource to DFM model portfolios?
Uniquely in the UK, advisers control around 80% of retail fund distribution. The competition to attract advised assets has been increasing in intensity since the removal of any commission bias following the RDR. And in recent years, discretionary fund managers have...
Miranda Seath 28 April 2017
Platform competition: It’s not your fault, it’s your turn
The FCA announced this week that it will conduct an Investment Platform Market study to look at “how D2C and intermediated investment platforms compete to win new and retain existing customers.” Importantly, the FCA has the authority to look at competition, which...
Heather Hopkins 21 April 2017
Video: Current trends of the adviser platform market
Heather Hopkins and Miranda Seath discuss fund distribution in the UK, the importance of financial stability and firms to keep an eye on in this short 5 minute video. Watch it now.
Heather Hopkins and Miranda Seath 18 April 2017
The Big Interview: FundsNetwork boss on why consolidation is inevitable
According to Fidelity FundsNetwork head Pat Shea, the UK platform market has too many sub-scale players. Hear the rest of the story in Money...
Heather Hopkins 18 April 2017
Lifetime ISA Launch: The Lowdown
April. Spring has sprung and with it brings the start of the new tax year. Workers get a £500 rise in their tax-free Personal Allowance and ISA savers see their annual allowance rise to £20,000. But bubbling under the surface is a product that has been...
Andrew Ashwood 07 April 2017