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

The shadow of the referendum in three weeks' time looms over investment decision-making. Faced with a client who has cash to invest, what should an adviser do now? Wait till after the poll, invest now or invest some now and then some later? The issue brings into...

Is technology the silver bullet to boosting access to advice? This was the topic of a panel I chaired yesterday at the Money Marketing Interactive conference, where the use of technology was a common thread throughout the day. Growth rates for US robo advice...

Viewed from New York or Tokyo, Europe may look like a single market for investment services. But a closer look - like the exercise Platforum has been running for several years examining the European Fund Distribution Market - makes it quite clear that homogeneity...

We are often asked how we see the financial advisory market taking shape in the coming years.  We expect to see continued consolidation and automation bringing efficiencies to improve adviser productivity. Demand will continue and we believe a human element will...

It was a huge week for platforms. Standard Life announced its intent to acquire AXA Portfolio Services (including the Elevate platform) and Aegon announced that it would acquire BlackRock’s DC book of business. Some believe it is the start of a massive wave of...

It was a huge week for platforms. Standard Life announced its intent to acquire AXA Portfolio Services (including the Elevate platform) and Aegon announced that it would acquire BlackRock’s DC book of business. Some believe it is the start of a massive wave of...