Robo 2.0

Investec Click & Invest, Tiller Investments and most recently Moola have all shut their digital wealth manager operations in the last 12 months. These closures add to the existing concerns over the long-term sustainability of robo advisers’ business models....

Platforum Investor Experience Leaderboard winner…

Competition in the D2C market is fierce. The RDR was initially expected to lead to an exodus away from financial advice towards self-direction. A plethora of D2C propositions therefore came to market, expecting to cash in. Six years on, while asset prices have risen,...

Getting tough at the top of the D2C market

Over the past year, we’ve seen direct platforms significantly improving the investor experience and there are more companies that can genuinely claim to offer a top rate service. In particular, content and guidance have improved and new mobile features have been...