by Jeremy Fawcett and Andrew Ashwood | 07 June 2019 | UK D2C
Many investment professionals were promoting the Woodford Equity Income fund to investors, so what are the practical implications of the gating debacle for the retail channel? Platforum data on direct platform select lists shows that at the start of 2018, Woodford...
by Cristina Puscas | 22 March 2019 | UK D2C
Investors can be snow-blinded by the thousands of investments available to them. In recent Platforum research we looked at the sources of information investors use to help them make decisions, whether that be news articles, investment platforms’ own guidance...
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 Andrew Ashwood | 08 March 2019 | UK D2C
The average number of funds on direct platform select lists has reduced by 10 in the last year. Some of the main cuts came with the relaunches of Hargreaves Lansdown’s Wealth 50 and Interactive Investor’s Super 60 at the start of the year. Select lists play a...
by Jeremy Fawcett | 01 March 2019 | UK D2C
We are still in the early days of digital personal investing. The last few years have seen some interesting developments around guidance, select lists and investment solutions (whether that means funds or robo portfolios). However, we’re lagging behind on getting...
by Jeremy Fawcett | 22 February 2019 | UK D2C
This week we heard more about Schroders Personal Wealth, the joint venture with Lloyds which aims to become a ‘top three UK financial planning business within five years’. The RDR largely killed off financial advice in bank branches as well as wresting control...
