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

A quiet revolution is taking place in asset management and it relates to how we measure value. The implications could stretch beyond asset managers and across the value chain if the FCA extends the framework that it sets out in the latest AMMS policy statement to...

UK adviser platform assets grew strongly in 2017, surpassing the half a trillion AUA mark. In percentage terms, growth outstripped the direct platform market, reinforcing the view that now is a good time to be an adviser (and an adviser platform). Platform growth...

Platforms are all over the national and trade press following a spate of IPO announcements and rumours. But what are the implications? Firstly, who’s doing what? Transact listed last month with a valuation of £650m – shares have since increased by 38%. Old Mutual...

Do select lists successfully identify the top performing funds? They play a big role in guiding self-directed investors, but do the funds on them deliver consistent, market-beating returns? We pose these questions and driIl down into the performance of each...

On a rainy December day last year, Hargreaves Lansdown announced the inclusion of the First State Asia Focus Fund on its Wealth 150+ select list. Suddenly, the sun shone for this fund! Morningstar data shows that net flows in the following month after the Wealth...

On 13 February, we presented our perspective on the key issues in investment distribution – the 2018 Platforum Perspectives. Here they are for advised distribution: Scale gives an edge – advisory groups and platforms have used it to bring down charges. Those that...