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

Just when financial professionals thought lack of sunscreen was their biggest worry, the world’s stockmarkets have been thrown into turmoil. Economic woes in China, fragility in the US and uncertainty in Europe may well drive investors out of funds, which spells...

2015 witnessed a new era of pension freedoms and we wanted to hear Peter’s thoughts on what this actually means for savers and if it will change attitudes to long-term saving. We also quizzed him on the Financial Advice Market Review – or RDR II as it has...

Just when financial professionals thought that lack of sunscreen or the Ashley Madison hack were their biggest worries, the world's financial markets have been thrown into turmoil. Economic woes in China, fragility in America and uncertainty in Europe may well...

In response to the rumours that AXA is to sell its UK business, Platforum provides the following data on AXA’s adviser and D2C platform businesses. AXA Wealth Elevate – the adviser platform • AXA Wealth Elevate ranks 10th in AUA among adviser platforms as at 30th...

The government wants to radically improve access to advice but they can be quite lax about what they mean so anyone working on execution-only ‘guidance’ or simplified advice will be taking note as well. Perhaps the most tried and tested guidance tools are the...

This week Miranda Seath (LinkedIn), Platforum Conference Development Manager, introduces the agenda for Platforum 2015: The Retail Investment Conference. Many of you might be taking the chance to escape from this inconsistent British weather to take a break in...