by Richard Bradley | 13 March 2020 | UK Financial Advisers
Around half of UK advisers are using bucketing strategies for clients in decumulation, up significantly from a few years ago. This typically involves two or three portfolios, with at least one of them in cash or cash-like products as a safety net in case of market...
by Andrew Ashwood | 06 March 2020 | UK Financial Advisers
Many advisers are worried about the risk to their firms from their unrealistic risk profiling, according to our recent report UK Financial Advisers: Retirement Propositions. Nearly half of advisers we surveyed reckoned that unrealistic risk profiling for clients was...
by Richard Bradley | 07 February 2020 | UK Financial Advisers
The last 12 months have seen some significant shifts in retirement advice. However, adaptation to pension freedoms remains very much a work in progress for both advisers and providers. As well as shifts in retirement planning over the past year, we have also seen a...
by Platforum Team | 13 December 2019 | ESG, Europe, UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
All across Europe – including UK – we are seeing changes to regulation, demographics and what investors want. Firms continue to evolve their business models and the industry slowly alters course. Our last newsletter of the year covers our predictions for 2020 and...
by Andrew Ashwood | 11 October 2019 | UK Financial Advisers
There is a significant amount of third-party influence on financial advisers’ investment propositions. Our latest research finds that even portfolios built ‘in-house’ tend to be heavily influenced by external groups such as research agencies, risk profiling tools,...
by Jeremy Fawcett | 07 October 2019 | Europe, UK D2C, UK Financial Advisers
Players across the asset management value chain who don’t pivot in response to today’s changes are risking obsolescence. Asset managers need to reconnect with end investors to understand how they want to consumer as well as what they want to consume. It’s about...
