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...
by Andrew Ashwood | 25 September 2020 | UK Adviser Platforms
Advisers don’t move clients off platforms without really good reasons – it generally takes significant failings on the part of platforms to prompt these shifts. Advisers have been concentrating their new clients onto a smaller list of platforms that are well suited to...
by Andrew Ashwood | 21 August 2020 | UK Adviser Platforms
The first half of 2020 has had a great impact on everyone’s lives, and financial advisers and platforms have not been immune to much of the disruption. We can shed some light as to the state of the market, now that we have adviser platform data for the second quarter...
by Andrew Ashwood | 15 May 2020 | UK Adviser Platforms
Adviser platform assets fell 12.1% last quarter to £480bn with just over £66bn wiped off the overall adviser platform market. Platform assets have, however, held up well compared to overall market falls – the FTSE All-Share Index fell by 26% over the quarter. Overall...
by Andrew Ashwood | 27 March 2020 | UK Adviser Platforms
Adviser firms are increasingly using back office systems as the main hub for their administration and client relationship management. But a key challenge is that the integration between platforms, back office systems and other financial planning tools is far from...
by Andrew Ashwood | 20 March 2020 | UK Adviser Platforms
Over the last decade, many predicted that the pace of adviser platform consolidation would pick up, though this has never quite happened. Received wisdom was that scale would be essential, but many smaller platforms remain profitable while some larger players have...
