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...
by Richard Bradley | 04 March 2022 | UK Financial Advisers, UK Fund Distribution
We have seen a steady evolution in UK financial advisers’ propositions since pension freedoms with a tightening up of processes for clients in decumulation. This has included more cash flow planning, and greater emphasis on performing fuller and more proactive annual...
by Richard Bradley | 21 January 2022 | UK Fund Distribution
How big is the total market for retail investments in the UK? There’s granular data on aspects of the market – such as platforms, advice and wealth management. But establishing a figure for the total addressable market means pulling various disparate – often...
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 Platforum | 14 February 2020 | UK Fund Distribution
The first batch of assessment of value (AoV) reports from asset managers have appeared on our desks from Hargreaves Lansdown, Vanguard and Rathbones. The FCA’s has ‘concerns that retail investors may be getting poor value for money’ and has chosen several assessment...
