Our regular round-up of the latest insights on investment distribution
SLAberdeen – Bigger than the Budget
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...
Heather Hopkins 10 March 2017
Do advisers have investment trust issues?
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...
Miranda Seath 03 March 2017
The race for scale continues
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...
Miranda Seath 24 February 2017
Rodolfo Crespo 23 February 2017
Why are employers overlooking financial advice in the workplace?
We were cheered to see that the Treasury has announced that from April 2017, consumers will be able to access up to £1,500 from their pension pot to spend on financial advice. Savers will be allowed to use the cash on up to three occasions in £500 chunks....
Miranda Seath 17 February 2017
The Big Interview: Parmenion boss on how low platform fees can go
Read the full interview in Money Marketing
Heather Hopkins 10 February 2017