Our regular round-up of the latest insights on investment distribution
Challenger tanks on the investment lawn
Challengers are moving into the online investing arena. Revolut has started rolling out ‘zero-commission’ stock trading, Robinhood has received approval from the FCA to expand its services to the UK, while Freetrade has the first-mover advantage in the UK and is...
Cristina Puscas 16 August 2019
DFMs and platform consistency
DFMs are a large and expanding channel for retail investment distribution, with impressive growth from the financial adviser sector via their model portfolios on platforms. Now more than ever, asset managers need to understand how DFMs construct their portfolios,...
Andrew Ashwood 09 August 2019
Consolidation continues in the platform (tech) market
We’re seeing mergers, acquisitions and partnerships in the platform technology market across Europe and the UK. Some pretty mind-boggling numbers are being thrown around in the European platform market. Allfunds’ platform will administer half a trillion euros of...
Richard Bradley 02 August 2019
Age is more than a number when it comes to non-advised investing
Age is not just a number, it is one of the most defining variables in British investors’ decision making. Understanding what drives consumers to make choices about investment services and products is critical for firms when developing distribution and marketing...
Ross Langbridge 26 July 2019
Asset managers regaining the initiative
Pre-RDR, much of the ‘power’ in the market was held by asset managers: they charged the fees and remunerated advisers/platforms via rebates/commission. The RDR flipped this on its head. Now it is the advisers who are firmly in control, setting fees and choosing –...
Richard Bradley 19 July 2019
Where have all the advisers gone?
Recruiting advisers and other experienced staff ranks as one of the biggest challenges that advice businesses now face, according to many of the owners and managers of advice firms we have spoken to in our research at Platforum. In fact, we discovered that half of...
Mariam Pourshoushtari 12 July 2019