Our regular round-up of the latest insights on investment distribution
The evolving landscape of UK adviser investment propositions
Advisers continue place more of their business with discretionary investment solutions. This trend has followed the gradual decline in individual advisers selecting funds for their clients – especially single-strategy funds, according to our latest research UK...
Pan-European B2B platforms broaden their offer
2022 was a challenging year for the European platform market. The inexorable decade-long asset growth of the market went into reverse, as market falls hit B2B platform assets under administration, which fell to €3.6tn. Only a few groups managed to end 2022 higher...
Mixed prospects for the UK adviser platform market
One in five advisers could be on the look-out to move away from their primary platform according to Platforum’s latest research – UK Adviser Platforms: Spring Update – which we published this week. Advisers are pretty satisfied with the main platforms they use, but...
Select lists remain central to D2C distribution
Select lists are still an important lever of D2C investment distribution even if they are not pushed as hard as they used to be by the direct platforms that compile them. This is according to our latest research – UK D2C: Investment Distribution – published this...
Glacial shifts in adviser platform market shares
The adviser platform market is a hive of activity on the surface. Proposition changes, new tools, M&A, technology developments. However – despite the febrile nature of the market – shifts in platforms’ market share are glacial. Platforms primarily compete over...
Pension decumulation advice after the budget
Many of financial advisers’ clients in retirement – pretty much all their richest ones – regard their DC pensions as inheritance tax plans and only plan to draw on them as a last resort, according to Platforum’s findings in our recent report on decumulation advice....