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

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.

On a wintery Monday evening, the great and the good gathered beneath the stained glass windows of JP Morgan’s imposing great hall for the Platforum Awards hosted by JP Morgan Asset Management, (congratulations again to the winners, listed here). It’s a good moment...

Platforum awards are unique in that they are based on research and they reflect the opinions and experiences of actual investors and financial advisers. There are no judging panels and no shortlists. Our adviser platform awards are based on over 10,000 user reviews...