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

“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.

This week saw the release of the much-anticipated Financial Advice Market Review (“FAMR”, dubbed farmer) and the budget. FAMR was an opportunity wasted.  It was a restatement of the problems we all know exist – and an elaborate restatement at 85 pages! On April...

We arrived at the office today to confirmation of rumours that Old Mutual is being split into four to drive growth of the individual business units. At the same time Old Mutual Wealth announced results and the accompanying commentary struck me as refreshingly...