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 Jennifer Mallett | 27 November 2020 | Bespoke, UK Financial Advisers
The Book of Stories 2.0 – a short cut to understanding families and their attitudes to money This week, Senior Analyst Jennifer Mallett discusses some of Platforum’s research into intergenerational financial planning that helped creates Charles Stanley’s...
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 Danby Bloch | 31 July 2020 | Bespoke, UK Financial Advisers
At Platforum we examined intergenerational financial planning in one long-established wealth management firm – Charles Stanley – where they have numerous examples of looking after five or six generations and more. Platforum researched and wrote the Book of Stories for...
by Jennifer Mallett | 19 June 2020 | UK Financial Advisers
Nearly two-thirds (62%) of adviser firms now have investment committees; and these play an increasingly important role in selecting investments, according to our latest research into adviser investment propositions. Many smaller firms have these committees, and among...
by Andrew Ashwood | 29 May 2020 | UK Financial Advisers
M&G has acquired the Ascentric platform this week. Its c. £14bn assets are either on the standard platform or a full white label option (such as Succession’s bespoke platform). At our last count, just shy of 1,800 adviser firms use Ascentric. So where will this...
