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

Investing is complicated and scary. Many indicators point to a burgeoning market for financial advice and rising income for financial advisers since the RDR. Let the good times roll. But for how long? Platforum research indicates that investors are less likely than...

The hotly anticipated TR16/01 (at least in some industry circles…) has just been published and in some ways it’s a bit of a damp squib. Platform due diligence practices by advisers are singled out and the FCA is ‘disappointed to identify issues relating to platform...

Risk is on everyone’s lips. And whilst it might seem risky to pen this email after a late night at the Corporate Adviser Awards, I will do my best. Clients who went in to drawdown at the dawn of the pension freedoms may now be faced with a pension pot worth about...

Nucleus has a clear digital agenda for the year ahead. It was the first to re-platform to Bravura Sonata in 2014: a brave  – and at times painful – move. However, clearing that re-platforming hurdle has freed up time to focus on its front-end technology. This puts...

Platforms and advisers - especially advisers - are going to find it a lot harder to ignore peer to peer (P2P) lending in the coming year. Two important events will drive this market in the coming few months: P2P lending will qualify as an ISA investment under the...

Our latest adviser platform research provides in-depth insight into trends in the adviser platform market. We analyse platform performance based on AUA, sales data and adviser ratings and drill down into the factors affecting performance of the individual...