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

Platforum Perspectives 2017 Summary

Like so many in the industry, I and everyone at Platforum are devastated to hear about Paul Bradshaw’s sudden death this week. Paul had the vision to make platforms what they are today. That is why Platforum is devoting the Friday email to him by publishing...

We can only control what’s in our sphere of influence or in sporting language – to play what’s in front of us. So, regardless of external factors beyond our control, it’s the end-consumer – the investor – who we need to react to. As we head into 2017 what is he or...

It wouldn’t be year-end without the requisite predictions. This is our third year offering up predictions on retail investment distribution in the coming 12 months. As for our predictions for 2016, we have a spotty record. For example, we predicted platforms would...

Research agencies and their fund ratings seem to make the headlines every week. Many of the press and industry comments are negative – possibly when a flagship fund has lost a rating or more seriously where they raise doubts about the independence of the agencies’...

Read the full interview in Money Marketing.