by Ross Langbridge | 26 July 2019 | UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
Age is not just a number, it is one of the most defining variables in British investors’ decision making. Understanding what drives consumers to make choices about investment services and products is critical for firms when developing distribution and marketing...
by Andrew Ashwood | 17 May 2019 | UK Adviser Platforms
Stock markets rallied in the first quarter of 2019, and with that adviser platforms have returned to asset growth. Based on the latest Platforum market data, adviser platform assets rose by 6.7% in the period to stand just shy of the £500bn mark. The main story of the...
by Andrew Ashwood | 29 March 2019 | UK Adviser Platforms
Few adviser platforms fared particularly well in the final quarter of 2018. Assets shrank by £30bn, with markets firmly in a tailspin and low investor confidence – the FTSE All-Share fell by 11% in Q4 2018. Most platforms saw a notable drop in flows over the year. DB...
by Jeremy Fawcett and Andrew Ashwood | 15 March 2019 | UK Adviser Platforms, UK D2C
The FCA is considering banning exit fees – which, on balance, is good for consumers and a positive step for the platform market. But as recent parliamentary shenanigans have shown us, ‘nothing is agreed until everything is agreed’. The FCA has been clearer in its...
by Joshua Taylor | 25 January 2019 | UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Wealth Management
Brexit has dominated both the news and cast a shadow over the UK’s long-term economic outlook. The parliamentary deadlock has depressed much of the financial sector. EY recently reported that post-Brexit some £800bn of assets are set to shift from the UK, while the...
