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

Cofunds found itself in choppy waters in Q2 2015, following rumours of a sale.  Significant institutional outflows stunted net sales as a result but, as we approached the end of 2015, there were signs that the platform had steadied its ship. Uncertainties over...

This week Jeremy Fawcett (@jfawcett), Head of Direct, looks at new technology for workplace savings on the eve of the publication of our latest Workplace Savings Guide… Recent McKinsey research shows that chief execs and landscape workers are unlikely to be...

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...

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...

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...

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...