Our regular round-up of the latest insights on investment distribution
UK adviser platforms increasingly about pensions
UK adviser platform net flows were down significantly in Q3, despite gross flows being marginally up. Money is therefore still making its way onto platforms, but withdrawals have continued to rise, according to our latest UK Adviser Platforms: Autumn Update report....
A sub-advised bright spot in asset management
Sub-advised retail funds have continued to be a bright spot in asset management over the past year, with assets having once again grown faster than the wider market. That is the picture that we see in our latest report – UK Wealth Management: Investment...
Exploring distribution opportunities in continental markets
The largest European retail fund markets made only modest recoveries in 2023 after massive declines in 2022. Investors turned towards cash and domestic products rather than third-party funds. In Spain, the share of assets managed by foreign managers reached its...
Online investing star performers
Providing good online experience for investors is challenging. Managing ongoing relationships is more complicated than providing transactional services. Our annual investor experience research finds some areas of improvement and picks out the Platforum Online...
How Consumer Duty is already affecting adviser platform pricing
Consumer Duty has forced adviser platforms to take a long hard look at their charging practices. They will need to keep looking, according to our latest report for Platforum subscribers, UK Adviser Platforms: Pricing. Responding to the FCA’s Consumer Duty...
UK adviser productivity climbs, but advice gap remains a chasm
Strong demand for financial advice combined with a limited supply of financial advisers is an excellent recipe for buoyant income for the advice sector, even in the most turbulent years – of which 2022 was no exception. 2022 saw revenues from advice on retail...