by Andrew Ashwood | 15 May 2020 | UK Adviser Platforms
Adviser platform assets fell 12.1% last quarter to £480bn with just over £66bn wiped off the overall adviser platform market. Platform assets have, however, held up well compared to overall market falls – the FTSE All-Share Index fell by 26% over the quarter. Overall...
by Andrew Ashwood | 17 April 2020 | UK D2C
Let me take you back in time to the start of 2015. Most of us had never even heard of a Coronavirus. Woodford had only recently broken free from Invesco and started off on his own. And nine platforms were offering investors fund recommendations via their select lists....
by Andrew Ashwood | 27 March 2020 | UK Adviser Platforms
Adviser firms are increasingly using back office systems as the main hub for their administration and client relationship management. But a key challenge is that the integration between platforms, back office systems and other financial planning tools is far from...
by Andrew Ashwood | 20 March 2020 | UK Adviser Platforms
Over the last decade, many predicted that the pace of adviser platform consolidation would pick up, though this has never quite happened. Received wisdom was that scale would be essential, but many smaller platforms remain profitable while some larger players have...
by Andrew Ashwood | 06 March 2020 | UK Financial Advisers
Many advisers are worried about the risk to their firms from their unrealistic risk profiling, according to our recent report UK Financial Advisers: Retirement Propositions. Nearly half of advisers we surveyed reckoned that unrealistic risk profiling for clients was...
