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 | 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 Jeremy Fawcett | 26 October 2020 | UK D2C
We’ve seen notable improvements across the D2C market in our annual UK D2C: Investor Experience report, published this week. The largest players have closed out gaps in their propositions and most offer a full set of tax wrappers and investment types. The content is...
by Jeremy Fawcett | 27 July 2020 | UK D2C
Robinhood has called off its UK raid to double down on disrupting the US stockbroking market. Just as King John would have been delighted to see the back of his nemesis, we see the same relief from today’s establishment with HL’s share price rallying 10% on the day of...
by Jeremy Fawcett and Cristina Puscas | 10 July 2020 | UK D2C
Interactive Investor finalised its takeover of The Share Centre this week – its third acquisition in three years and an indication of how M&A can rapidly accelerate a company’s growth. Winning new customers is the biggest challenge for most online investing...
by Andrew Ashwood | 03 July 2020 | UK D2C
Hargreaves Lansdown unveiled its new Wealth Shortlist this week, replacing the short-lived Wealth 50 which it launched back in January 2019. Since then it has faced much criticism, especially during the well-publicised Woodford issues. The nuts and bolts With the new...
