Our regular round-up of the latest insights on investment distribution
Adviser platforms too passive in the provision of ETFs
Some people will be relieved to see Nutmeg announcing a £9m loss, but we think that this masks some important pointers for financial advisers. Nutmeg had good revenue growth through 2015 and is rumoured to be close to the £500m AUM mark today. If it can contain its...
Jeremy Fawcett 07 October 2016
The wacky world of adviser platform pricing
Platform pricing models can be complicated at best to understand. From tiered pricing structures, to ‘pay what you see’ models and the slightly more elusive flat rate fees, everyone has a different idea on what they should be charging and how they should be doing...
Andrew Ashwood 30 September 2016
Not a Soggy Bottom in Sight at the Schroders UK Platform Awards
We all get swept away at awards dinners and are more likely to remember who won than why. Given that even The Great British Bake Off has a post-match analysis programme (An Extra Slice), perhaps we need one for industry awards. With this in mind, the Platforum...
Platforum 23 September 2016
Uncertainty in the Face of Retirement
Some Bank of England officials know that they can retire on their 60th birthday with a pension income touching £100k. Not the case for most of us. Do you know when you will retire? Do you expect to work into retirement? Do you know what income you will have in...
Heather Hopkins 16 September 2016
Platform M&A, HL’s boss and Mediterranean fund distribution
Adviser platform assets reached £378bn at the end of Q2 and our latest UK Adviser Guide, published this week, details a sector with as many moving part as ever. We’re seeing the impact of the pension freedoms driving new assets onto platform which is making up 77%...
Jeremy Fawcett 09 September 2016
Growth prospects for adviser platforms in the UK
At Platforum, we are often asked whether we believe assets on retail adviser platforms will continue to grow. The simple answer is “yes”. The most important reason is rising stock market prices. But some people tell us that they suspect that the proportion of...
Heather Hopkins 02 September 2016