Investment distribution research
Trusted by asset managers, life companies, technology providers and platforms. Our insights inform propositions, products and strategy.
What we do
We provide research on the intermediated and self-directed distribution channels.
Our work covers wealth management, financial advice and direct-to-consumer. We provide insights on fund distribution in the UK and Europe
How we do it
Our research and insights are delivered in reports, briefings and direct conversations between our analysts and our clients.
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Who should subscribe?
The types of companies that will benefit from our insights include:
- Direct platforms
- Asset managers
- Banks
- Pensions providers
- Insurance providers
- Technology providers
Our latest newsletters can be seen below:
Platforms versus back office systems – each has its place.
Over half of advisers tell us that their back office system is more important for the day-to-day running of their businesses than the platforms they use. Back office systems have now established themselves as the primary technology system in adviser firms, although...
Adviser platforms end 2020 on a high
Many adviser platforms suffered a noticeable downturn in new business in the second and third quarters of 2020. This was the inevitable knock-on effect of the downturn in advisers’ new business during the pandemic. Advisers have managed to keep hold of their existing...
Robust retirement PROD-ing
Client segmentation is incompatible with treating each client as an individual with particular goals, needs and circumstances – we hear this regularly from advisers. The regulator’s desire for advisers to categorise clients sounds great on paper, but advisers are...