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

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....

This week, Heather Hopkins (@heatherahopkins), Research Director at Platforum, muses about change: consumers embracing pension change and changing retirement savings behaviour for good.   Hold on to your spreadsheets, we’re in for a lucrative ride! This week...

This week Jeremy Fawcett (@jfawcett), Head of Direct, reflects on the Platforum D2C Conference which took place at the Jumeirah Carlton Tower Hotel on 24th June 2015.   At our D2C shindig this week, you’d have seen that despite all the talk of robo advice,...