by Andrew Ashwood | 13 November 2020 | ESG, Europe, UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Wealth Management
Adviser platforms delivered their second consecutive quarter of growth, rebounding from their losses in the tumultuous first quarter of 2020. Platform assets grew by 2.5% in the quarter to £554bn, despite falls in stock markets in the same period when the FTSE...
by Andrew Ashwood | 25 September 2020 | UK Adviser Platforms
Advisers don’t move clients off platforms without really good reasons – it generally takes significant failings on the part of platforms to prompt these shifts. Advisers have been concentrating their new clients onto a smaller list of platforms that are well suited to...
by Andrew Ashwood | 21 August 2020 | UK Adviser Platforms
The first half of 2020 has had a great impact on everyone’s lives, and financial advisers and platforms have not been immune to much of the disruption. We can shed some light as to the state of the market, now that we have adviser platform data for the second quarter...
by Andrew Ashwood | 03 July 2020 | UK D2C
Hargreaves Lansdown unveiled its new Wealth Shortlist this week, replacing the short-lived Wealth 50 which it launched back in January 2019. Since then it has faced much criticism, especially during the well-publicised Woodford issues. The nuts and bolts With the new...
by Andrew Ashwood | 29 May 2020 | UK Financial Advisers
M&G has acquired the Ascentric platform this week. Its c. £14bn assets are either on the standard platform or a full white label option (such as Succession’s bespoke platform). At our last count, just shy of 1,800 adviser firms use Ascentric. So where will this...
