by Andrew Ashwood | 20 August 2021 | UK Adviser Platforms
Platform M&A activity doesn’t have the greatest impact on adviser behaviour – not immediately at least. Advisers will of course take notice, but there isn’t a red flag instantly halting all business to a platform just because it is being sold or merged. Such news...
by Andrew Ashwood | 30 July 2021 | UK Financial Advisers
When it rains, it pours. News aplenty on Thursday morning with announcements that Raymond James is to acquire Charles Stanley and Lloyds Banking Group is swooping for Embark. On the same day, the FCA published its annual figures on the state of the advice market....
by Andrew Ashwood | 23 July 2021 | UK Financial Advisers, UK Wealth Management
DFM use is on the rise among financial advisers and platform-based managed portfolio services (MPS) have been the main beneficiaries. Recent Platforum research shows that advisers are using more DFMs now than they were two years ago, with advice firms that use...
by Andrew Ashwood | 16 July 2021 | UK Financial Advisers, UK Wealth Management
Managed portfolio services (MPS) on adviser platforms are one of the fastest growing segments of the market. Some of the strongest growth for wealth managers has come from MPS distributed through financial advisers. In 2020, platform MPS grew much faster than adviser...
by Andrew Ashwood | 14 May 2021 | UK Adviser Platforms
Adviser platform flows rebounded strongly in the first quarter of 2021, following the turbulent year that was 2020. Flows suffered through the two middle quarters of last year, picking up in Q4 2020 and continuing that trajectory into Q1 2021. A powerful driver was...
