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

‘Financial stability’ is consistently among the top ‘musts’ of the perfect platform. Advisers rated it ahead of ‘low charges’ as the top ‘must’ in Q4 for the first time.  But is all this just confirmation bias? In today’s email I will dig in to the detail of these...

Read the full interview in Money Marketing

Despite the Budget and subsequent rumblings, the proposed Standard Life and Aberdeen marriage is the defining news of the week. ‘SLAberdeen,’ as the potential tie-up between Standard Life and Aberdeen is being called for now, would be the third largest UK asset...

Why don’t advisers recommend investment trusts to their clients? The gross sales data on platform sales suggest that flows into these closed ended vehicles have failed to motor since the RDR. For the forthcoming Platforum report UK Fund Distribution: Investment...

This quarter assets on adviser platforms grew by over 5%, beating the growth of the FTSE All share, which grew by 3.1% over the same period. Year-on-year growth for adviser platform assets went north of 20%, a whopping increase. Market performance is an important...

Read the full article on Money Marketing