by Julliette Curtis Hayward and Miranda Seath | 03 February 2016 | Archive
Our latest adviser platform research provides in-depth insight into trends in the adviser platform market. We analyse platform performance based on AUA, sales data and adviser ratings and drill down into the factors affecting performance of the individual platforms....
by Julliette Curtis Hayward and Sophie Huang | 03 February 2016 | Archive
Over 50% of advisers tell us they use multi-manager/multi-asset funds however asset flows seem to be stalling, the less mature D2C space looks much more positive. In the final update of our Fund Distribution 2015 series: Multi-Manager in Focus we look at the trends...
by Julliette Curtis Hayward and Sophie Huang | 03 February 2016 | Archive
Our recent Fund Distribution report focussing on discretionary fund managers (DFMs) explores how the DFM industry has evolved and how this evolution has impacted the products themselves. We also look at the process of asset allocation by DFMs and how they work with...
by Miranda Seath and Julliette Curtis Hayward | 20 November 2015 | Archive
In this week’s email, Miranda Seath (@SeathMiranda) and Juliette Curtis Hayward share their thoughts on platform models and ownership, an issue highlighted by adviser opinion expressed in the Q3 adviser survey. This week we published our quarterly adviser platform...
