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

It’s 60 shopping days until the implementation of MiFID II. The directive is set to impact fund pricing, transparency, advice models and third-party product offering. With the RDR in place since 2013, the UK investment industry is ahead of the game in many ways,...

2017 has seen a flurry of movement on the pricing front with seven platforms amending their pricing models. Despite this activity, average charges have remained constant from August of last year. The current situation for platform charging is as follows: Average...

Life is not fair according to numbers promoted by the ONS that show the net contribution to the public finances of different age groups over their lifetimes. On average each of today’s over 50 year olds are on track to receive over £100k more than they will have...

Last week I was delighted to have the opportunity to talk about one of the most critical challenges for platforms over the next 5 to 10 years – which is how do they need to evolve?  And by ‘need’ – we frankly mean what’s required if platforms are genuinely to meet...

Here at Platforum, as we return our leopard print clothing to our wardrobes (apart from Peter Mann who failed miserably to embrace the theme – unless the rumours are true) and dust ourselves down after a frenetic but hugely enjoyable Platforum conference, we...

Who should pay -- the client or the adviser? It will come as no surprise that advisers believe clients should pay for the platform. Most also think clients are the main beneficiaries of the platform. Platforum recently conducted research with advisers on the notion...