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

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...

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,...

Our latest Consumer Insights report gives the big picture on consumer perception and attitudes to investing. We quantify the numbers of savers and investors and then drill down on active private investors and in particular DIY investors to understand financial...

It’s been a choppy start to the year. The markets have swooped, swerved and swooned. What is the impact on investors? So far, the anecdotal evidence is that advised customers are behaving sensibly. Our conversations with adviser platforms over the past few weeks...

What’s the difference between a DIY and an advised investor? No, not another Christmas cracker joke but one of the areas that our latest Consumer Insights report examines. Why DIY investors are much less inclined to invest in ready-made portfolios than those with...

James Hay’s 'Modular iPlan' - the SIPP provider's platform proposition - had a strong 2015. This looks set to continue in 2016, with  James Hay betting on attracting assets into its on-platform discretionary fund management proposition. It will also look to grow...