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

"The great thing about today has been that all the conversations were about meeting customers' needs and not products" – was how one delegate chose to describe the D2C and Digital Conference yesterday. The event was all about self-directed investment, the future...

It’s worth remembering that while aspects of financial services are international, some parts are very domestically oriented which is the case for much of retail financial services. What happens next is that financial advisers, DFMs and domestic retail fund groups...

This week we take a look at Zurich’s intermediary platform proposition, which the Swiss insurer launched in 2013. The platform has a mix of workplace and advised assets on it, with 89 per cent sitting in the pension wrapper. Read the full article on MoneyMarketing...

Yesterday I went for coffee with a senior contact from the asset management arm of a major pension provider. It’s always interesting to chat to a fellow pensions geek but I was really struck by one comment that he made. In his view, pensions are really just an...

‘In’ or ‘out’ was a hot topic around the tables at Money Marketing’s investment industry shindig last night. Contrary to popular belief, it is hard to see Brexit rolling back red tape for retail investment distribution. This is an area where UK domestic rulemaking...

Read the full profile in MoneyMarketing here.