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

Read the full profile in MoneyMarketing here.

We work in a sector that is particularly fond of labels. At the ABI’s Long-term savings conference this week, Joanne Segars visibly flinched when broadcaster Sarah Montague referred to the Money Advice Service as providing ‘advice’. She quickly put her straight –...

“A man loves the meat in his youth that he cannot endure in his age.” Shakespeare’s aphorism on pension savings (OK, it’s on aging -- from Much Ado About Nothing) is relevant today in light of radical changes to pensions savings in more recent history. The dawn of...

Discretionary fund management model portfolios on platform are a hot topic – and rightly so. They are a powerful source of growth for platform assets and a sleek route for DFMs to access the wider retail market. It is still early days for model portfolios on...

As we approach the Easter weekend and a well-deserved break, we thought we’d take a little time to reflect on what we see as the symbiotic relationship between adviser platforms and their adviser clients. The future health of platforms are inextricably linked to...

Read the full platform profile in MoneyMarketing here.