Our regular round-up of the latest insights on investment distribution
The best adviser platforms
Our latest adviser platform research provides in-depth insight into trends in the adviser platform market. We analyse platform performance based on AUA, sales data and adviser ratings and drill down into the factors affecting performance of the individual...
Julliette Curtis Hayward and Miranda Seath 03 February 2016
Multi-manager funds demand down among financial advisers
Over 50% of advisers tell us they use multi-manager/multi-asset funds however asset flows seem to be stalling, the less mature D2C space looks much more positive. In the final update of our Fund Distribution 2015 series: Multi-Manager in Focus we look at the trends...
Julliette Curtis Hayward and Sophie Huang 03 February 2016
DFMs, financial advisers and platforms
Our recent Fund Distribution report focussing on discretionary fund managers (DFMs) explores how the DFM industry has evolved and how this evolution has impacted the products themselves. We also look at the process of asset allocation by DFMs and how they work with...
Julliette Curtis Hayward and Sophie Huang 03 February 2016
Platforum Profile – Aviva Friends Life Workplace Savings Proposition
The combination of Friends Life’s workplace savings book and Aviva’s consumer brand strength has the makings of a dominant force in the sector. We estimate that Aviva Friends Life has £45bn in workplace savings AUM, making it the largest player in the sector by...
Miranda Seath 01 February 2016
Novia Financial attracts DFM Model Portfolios on-platform
Novia has stolen a march on many of its peers by forging ahead with bringing discretionary fund managers onto its platform. It offers access to a wide range of DFMs: currently 60 and counting. We take a look at why it has been so successful in attracting DFMs and...
Andrew Ashwood 01 February 2016
Poles apart
More and more British shoppers are choosing to buy their groceries either at discounters or at premium supermarkets, with the middle market players like Tesco taking a good hit as a result. It doesn’t necessarily mean the end of the middle class as some predict,...
Rodolfo Crespo 29 January 2016