by Lottie Bussell-Ahern | 12 January 2024 | UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
The proportion of UK adults who are investors rose slightly over the past year – a positive sign in a rather disappointing year. But these headline numbers disguise some important inter-generational shifts, according to our latest UK Consumer Insights report. • The...
by Callum Lawson-Gallagher | 10 November 2023 | UK Fund Distribution, UK Wealth Management
Sub-advised retail funds have continued to be a bright spot in asset management over the past year, with assets having once again grown faster than the wider market. That is the picture that we see in our latest report – UK Wealth Management: Investment Distribution –...
by Mariam Pourshoushtari | 23 June 2023 | UK Financial Advisers, UK Fund Distribution
Advisers continue place more of their business with discretionary investment solutions. This trend has followed the gradual decline in individual advisers selecting funds for their clients – especially single-strategy funds, according to our latest research UK...
by Jeremy Fawcett | 28 April 2023 | UK D2C, UK Fund Distribution
Select lists are still an important lever of D2C investment distribution even if they are not pushed as hard as they used to be by the direct platforms that compile them. This is according to our latest research – UK D2C: Investment Distribution – published this week....
by Richard Bradley | 17 March 2023 | UK Financial Advisers, UK Fund Distribution
Many of financial advisers’ clients in retirement – pretty much all their richest ones – regard their DC pensions as inheritance tax plans and only plan to draw on them as a last resort, according to Platforum’s findings in our recent report on decumulation advice. DC...
by George Shore | 06 January 2023 | UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
We saw a spike in the proportion of UK adults investing through 2020-2021, as household savings soared in the pandemic and fed through to investments. Unfortunately, 2022 painted a different picture, according to our latest UK Consumer Insights report, published...
