Our regular round-up of the latest insights on investment distribution

Discussions with advisers for our recently published Advice in Decumulation report show that they consider transfer advice for retiring clients to be high-risk. The FCA has decided not to alter its ‘default’ position on DB transfers – advisers should assume a...

Last week’s acquisition of end-consumer engagement platform, rplan, by InvestCloud, is another tech play for asset managers and providers, hot on the heels of Invesco’s acquisition of Intelliflo. Having been an early user tester back in 2011, I’ve followed the...

The race for scale appears to be on within the wealth management space. Following news that Rathbones has acquired Scotland’s largest independent wealth manager, Speirs & Jeffrey, questions arise about how else wealth managers are looking – and can look – to...

Invesco’s acquisition of Intelliflo is an example of how fintech can help asset managers get closer to financial advisers. We covered financial advisers’ use of Fintech and Digital in our recent report on the UK adviser market, and found that 29% use Intelliflo’s...

Asset managers are thinking hard about distribution opportunities in 2018 and the role of their brands. Cognitive science looks at how the brain interprets marketing and to some extent this boils down to a battle of ‘head’ versus ‘heart’. Do consumers make...

In the first quarter of 2018, growth in adviser platform assets halted and they remain just shy of the £500bn mark. Equity markets have been less favourable over the quarter with a period of volatility halting the progress of 2017’s bull market. The benefits of...