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

Ah, summer. The Platforum team is bobbing in the Italian med with buckets of gelato back on the beach. OK, not really. In fact, we’re stuck in our offices like you. And it has been a busy week. Between publishing three reports (Consumer Insights update, the Sweden...

We had the good fortune to sit round a few tables this week – round, horseshoe, oval and others – discussing the implications of the Brexit vote for the UK’s retail investment industry. Participants ranged from financial advisers to heads of sales at fund groups...

It’s been a rocky week for the markets and for retail investors. Platforms and financial advisers tell us that sales were slow pre-referendum and things picked up in the days following the vote. But advisers also tell us that they are getting a lot of enquiries...

"The great thing about today has been that all the conversations were about meeting customers' needs and not products" – was how one delegate chose to describe the D2C and Digital Conference yesterday. The event was all about self-directed investment, the future...

It’s worth remembering that while aspects of financial services are international, some parts are very domestically oriented which is the case for much of retail financial services. What happens next is that financial advisers, DFMs and domestic retail fund groups...

This week we take a look at Zurich’s intermediary platform proposition, which the Swiss insurer launched in 2013. The platform has a mix of workplace and advised assets on it, with 89 per cent sitting in the pension wrapper. Read the full article on MoneyMarketing...