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

Today Platforum recognises the leaders in the retail investment platform market for excellence in the eyes of customers. Platforum awards are unique in that they are based on research and reflect the opinions and experiences of actual investors and financial...

Each quarter we survey financial advisers about the platforms they work with. Please rate your platform and receive a summary of the research findings as a thank you. Survey closes 16th October – so have your voice heard now! CLICK HERE TO FILL OUT THE...

Today, Heather Hopkins (@heatherahopkins), Research Director for Platforum, revels in the afterglow of Platforum 2015 -- and elaborates on the concept of “The Grey Glide” Platforum 2015, our ninth annual conference, is behind us. As I sip my coffee (and gobble...

This week, Heather Hopkins (@heatherahopkins), the Research Director for Platforum, talks about vertical integration and digital engagement. With less than a week until our annual conference on October 1st, we are dutifully preparing our remarks, double-checking...

Aegon is the youngest of the adviser platforms we consider but is the fastest growing. Assets under administration at the end of June were £4.63bn, up 139 per cent in the past year. Net sales figures remain strong, just shy of 90 per cent of gross sales. The...

“The demand for advice has never been greater” according to Aegon UK’s CEO, Adrian Grace, talking with Platforum about how change in the sector is impacting the way consumers access investments. He sees the pension freedoms creating “a huge boom opportunity [for...