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

This week, Senior Researcher Annalise Toberman (@AToberman) reflects on how advisers are constructing drawdown portfolios in light of Platforum’s latest research on fund selection and distribution. Today we publish the first report in our 2015 UK Fund Distribution...

This week, Senior Researcher Annalise Toberman (@AToberman) looks at the implications of the star manager phenomenon with references to the Pied Piper, Beckham and Harry Kane thrown in for good measure. For the topic of this week’s e-newsletter, I’ve been inspired...

This week, Heather Hopkins (@heatherahopkins), Research Director at Platforum, looks at drawdown pricing from the adviser platforms.   We have spent the past few weeks pouring over prices charged for drawdown by adviser and direct platforms. It seems we aren’t...

This week Jeremy Fawcett (@jfawcett), Head of Direct, looks at how drawdown is evolving and confirms a new venue for the oversubscribed Platforum D2C Conference.     It’s now common knowledge that the average pension pot is only enough to buy the...

This week, Senior Researcher Annalise Toberman (@AToberman) looks at fund concentration in the UK and Europe.   We’re über excited – pardon my German – about our latest European report, which we publish on Monday. The report is packed with findings drawn from...

This week, Heather Hopkins (@heatherahopkins), Research Director at The Platforum, discusses vertical integration in the adviser platform market.   In our most recent Adviser Guide, we explore the issue of vertical integration, a term much bandied about....