Our regular round-up of the latest insights on investment distribution
Adviser platform announcements distract from a dismal quarter
Q2 2023 really was dismal for adviser platforms. Assets were up, but mainly thanks to SS&C Hubwise migrating Brooks Macdonald assets. Gross flows don’t look too disastrous, but were still down around 10% on the quarter and year. Net flows, on the other hand,...
The UK market for platform MPS is maturing
The platform MPS market is maturing faster than we previously predicted. Market volatility in 2022, regulatory changes and advice firm consolidation have accelerated trends that we’ve highlighted before. So competition among MPS providers is getting fiercer,...
The evolving landscape of UK adviser investment propositions
Advisers continue place more of their business with discretionary investment solutions. This trend has followed the gradual decline in individual advisers selecting funds for their clients – especially single-strategy funds, according to our latest research UK...
Pan-European B2B platforms broaden their offer
2022 was a challenging year for the European platform market. The inexorable decade-long asset growth of the market went into reverse, as market falls hit B2B platform assets under administration, which fell to €3.6tn. Only a few groups managed to end 2022 higher...
Mixed prospects for the UK adviser platform market
One in five advisers could be on the look-out to move away from their primary platform according to Platforum’s latest research – UK Adviser Platforms: Spring Update – which we published this week. Advisers are pretty satisfied with the main platforms they use, but...
Select lists remain central to D2C distribution
Select lists are still an important lever of D2C investment distribution even if they are not pushed as hard as they used to be by the direct platforms that compile them. This is according to our latest research – UK D2C: Investment Distribution – published this...