Our regular round-up of the latest insights on investment distribution
Technology and access to advice
Is technology the silver bullet to boosting access to advice? This was the topic of a panel I chaired yesterday at the Money Marketing Interactive conference, where the use of technology was a common thread throughout the day. Growth rates for US robo advice...
Heather Hopkins 27 May 2016
The Platforum European Fund Distribution Seminar
Viewed from New York or Tokyo, Europe may look like a single market for investment services. But a closer look - like the exercise Platforum has been running for several years examining the European Fund Distribution Market - makes it quite clear that homogeneity...
Danby Bloch 27 May 2016
Future of financial advice
We are often asked how we see the financial advisory market taking shape in the coming years. We expect to see continued consolidation and automation bringing efficiencies to improve adviser productivity. Demand will continue and we believe a human element will...
Heather Hopkins 20 May 2016
Platforms get their skates on… what about asset managers?
It was a huge week for platforms. Standard Life announced its intent to acquire AXA Portfolio Services (including the Elevate platform) and Aegon announced that it would acquire BlackRock’s DC book of business. Some believe it is the start of a massive wave of...
Jeremy Fawcett 13 May 2016
The era of ‘smart’ consolidation, not ‘size’ consolidation
It was a huge week for platforms. Standard Life announced its intent to acquire AXA Portfolio Services (including the Elevate platform) and Aegon announced that it would acquire BlackRock’s DC book of business. Some believe it is the start of a massive wave of...
Heather Hopkins 06 May 2016
Platforum provides the following comment on Standard Life’s acquisition of AXA Elevate
The acquisition of AXA Elevate makes Standard Life the third largest adviser platform based on retail assets with a combined AUA as at 31st December 2015 of £37.06. The acquisition puts Standard Life ahead of Old Mutual Wealth and behind Cofunds and FundsNetwork....
Heather Hopkins 04 May 2016