Our regular round-up of the latest insights on investment distribution
DIY Investors – the new fishing ground for multi-managers?
This week Sophie Huang, Senior Researcher at Platforum (@theplatforum) looks at where fund flows will come from as fund-of-funds asset growth starts to plateau. One of the challenges in doing research on multi-manager funds is that everyone seems to have a...
Sophie Huang 27 November 2015
AXA Wealth’s Elevate platform sees strong pension flows in 2015
After a tough 2014, Axa Wealth’s Elevate appears to have turned a corner. It is receiving investment, gathering assets at pace and seeing strong flows into pension wrappers. This is in spite of uncertainty over its future ownership. The platform’s gross and net...
Miranda Seath 20 November 2015
Adviser attitudes to platform models and ownership
In this week’s email, Miranda Seath (@SeathMiranda) and Juliette Curtis Hayward share their thoughts on platform models and ownership, an issue highlighted by adviser opinion expressed in the Q3 adviser survey. This week we published our quarterly adviser platform...
Miranda Seath and Julliette Curtis Hayward 20 November 2015
Ease of use is the most important feature in selecting a workplace savings provider
This week, Heather Hopkins (@heatherahopkins) and Miranda Seath (@SeathMiranda) give an update on Platforum’s recent survey of Employee Benefit Consultants, Corporate Advisers and Employers as part of our Workplace Savings Research. Our recent survey of Corporate...
Miranda Seath and Heather Hopkins 13 November 2015
Aviva’s Wrap Platform Increases Share of Adviser Business
When it launched in 2009, Aviva famously sought to become the secondary platform of choice for advisers. More recently, however, it has become quietly ambitious, steadily increasing its share of business from existing users.It is winning business from new sources...
Miranda Seath 09 November 2015
DFM assets on platform and the trend to outsourcing
After our Friday missive last week on the future of platforms we had a few queries about the rise of DFM assets on platform. We are hearing consistently from advisers that they would like to see more DFM managed assets on platform. Advisers have well-founded...
Heather Hopkins 06 November 2015