by Richard Bradley | Jun 24, 2022 | UK Wealth Management
Model portfolio services used by third-party financial advisers remained the fastest growing area for wealth management assets last year. The big question is: how much more has MPS growth got to run? MPS assets totalled a little over £80bn at the end of 2021,...
by Richard Bradley | Mar 18, 2022 | UK Adviser Platforms
The adviser platform market is more sluggish and less competitive than one might have expected from the number of players and the greater ease of moving assets between platforms. A steady but slow decline in platform charges has continued in the last couple of years,...
by Richard Bradley | Mar 4, 2022 | UK Financial Advisers, UK Fund Distribution
We have seen a steady evolution in UK financial advisers’ propositions since pension freedoms with a tightening up of processes for clients in decumulation. This has included more cash flow planning, and greater emphasis on performing fuller and more proactive annual...
by Richard Bradley | Jan 21, 2022 | UK Fund Distribution
How big is the total market for retail investments in the UK? There’s granular data on aspects of the market – such as platforms, advice and wealth management. But establishing a figure for the total addressable market means pulling various disparate – often...
by Richard Bradley | Jan 7, 2022 | UK D2C
We’re finally seeing a welcome boost to the number of investors in the UK. We’ve been tracking the proportion of the UK population that save and invest for the last decade. The COVID-19 pandemic seems to have been the catalyst for many people to finally open an...
