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

This week Heather Hopkins (@heatherahopkins) Head of Research at Platforum, discusses robo-advice and human interaction – a topic that will be discussed at “Platforum 2015 – The Retail Investment Conference” on 1st October 2015.  We have extended the deadline to...

Highlights: Turnover increased by 40% to £7.371m (from £5.277m) Profit up by +45% to £1.681m (from £1.161m) AUM increased by +69% (£1.705bn at end March 2015) Operating profit up by +29% to £2.122m (£1.647m) Staff numbers rise by +60% Richard Mein, chief executive...

This week Heather Hopkins (@heatherahopkins), Head of Research at Platforum, discusses outsourced fund selection, income on platform and doughnuts for advisers.  Investments may be the fun bit – but nonetheless advisers are outsourcing investment selection more and...

We are often asked the impact of the pension reforms on Millenials and whether this new forced personal responsibility for retirement income will mean that younger workers will start to save more for retirement. In our latest report, Embracing Change: Consumer...

This week Heather Hopkins (@heatherahopkins), Head of Research at Platforum, reflects on a decade of changes within the retail investment industry. At Platforum, we’ve been studying the retail investment industry for more than a decade. The changes have been...

This week Rohit Vaswani (@ro_vaswani), Head of Adviser Distribution Relations at Platforum, shares some thoughts on the implications of Consumer 2.0 Change is constant and exponential. In the early stages of change one might not realise the extent of it....