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...
by Victor Garcia Priego | 20 May 2022 | UK Fund Distribution
European platforms have dramatically increased their share of retail fund distribution in Europe over the past five years – they now control over a quarter of European fund AUM. Scale has helped the largest institutional platforms to develop value-added services and...
by Andrew Hutchings | 29 April 2022 | UK D2C, UK Fund Distribution
Most D2C services provide guidance in some way, frequently in the form of select lists and investment solutions – either ready-made portfolios or funds. Guidance is growing in importance. This is partly because it helps first-time investors – at a time that interest...
