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

Solid start for adviser platform in 2024

The UK adviser platform market seems to be on the road to recovery after a difficult couple of years, but some bumps still lie ahead, according to our most recent UK Adviser Platforms: Spring Update report. Indicators of improvement include total platform AUA...

Retirement advice hits an inflection point

Inflation, higher interest rates, tax changes and Consumer Duty are all prompting advisers to revise their advice for clients in decumulation. Inflation has eroded retired clients’ spending power. Most advised clients can weather the challenges to their long-term...

What’s neo in UK D2C?

As the UK D2C market approaches £500bn, the incumbents are still dominant but the shape of the market is changing. Direct platforms still manage the lion’s share of assets, according to Platforum’s UK D2C: Market Overview, published this week. Hargreaves Lansdown...