by Andrew Ashwood | 19 March 2021 | UK Adviser Platforms
Over half of advisers tell us that their back office system is more important for the day-to-day running of their businesses than the platforms they use. Back office systems have now established themselves as the primary technology system in adviser firms, although...
by Andrew Ashwood | 12 March 2021 | UK Adviser Platforms
Many adviser platforms suffered a noticeable downturn in new business in the second and third quarters of 2020. This was the inevitable knock-on effect of the downturn in advisers’ new business during the pandemic. Advisers have managed to keep hold of their existing...
by Richard Bradley | 15 January 2021 | ESG, Europe, UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Wealth Management
“We are all in the same storm – the pandemic – but we are not in the same boat.” The pandemic has impacted on different people very differently. We have just published our annual UK Consumer Insights report, looking at the behaviours and views of UK adults about their...
by Platforum | 18 December 2020 | ESG, Europe, UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
2020 has been a disaster for many businesses. The financial services sector has been very lucky in comparison, insulated from the worst of the crisis. Looking ahead to 2021, we examine here the major trends that are due to shape retail investment channels across the...
by Andrew Ashwood | 04 December 2020 | UK Adviser Platforms
Standard Life Aberdeen announced over the weekend that it was putting Parmenion up for sale. News then broke on Wednesday that Nucleus had already received some proposals. Parmenion and Nucleus are two very different propositions, and they present very different...
by Andrew Ashwood | 13 November 2020 | ESG, Europe, UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Wealth Management
Adviser platforms delivered their second consecutive quarter of growth, rebounding from their losses in the tumultuous first quarter of 2020. Platform assets grew by 2.5% in the quarter to £554bn, despite falls in stock markets in the same period when the FTSE...
