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

After a tough 2014, Axa Wealth’s Elevate appears to have turned a corner. It is receiving investment, gathering assets at pace and seeing strong flows into pension wrappers. This is in spite of uncertainty over its future ownership. The platform’s gross and net...

In this week’s email, Miranda Seath (@SeathMiranda) and Juliette Curtis Hayward share their thoughts on platform models and ownership, an issue highlighted by adviser opinion expressed in the Q3 adviser survey. This week we published our quarterly adviser platform...

This week, Heather Hopkins (@heatherahopkins) and Miranda Seath (@SeathMiranda) give an update on Platforum’s recent survey of Employee Benefit Consultants, Corporate Advisers and Employers as part of our Workplace Savings Research. Our recent survey of Corporate...

When it launched in 2009, Aviva famously sought to become the secondary platform of choice for advisers. More recently, however, it has become quietly ambitious, steadily increasing its share of business from existing users.It is winning business from new sources...

After our Friday missive last week on the future of platforms we had a few queries about the rise of DFM assets on platform. We are hearing consistently from advisers that they would like to see more DFM managed assets on platform. Advisers have well-founded...

Are there any investment platforms left that aren’t up for sale? One could be excused for thinking that a quizzical faint-heartedness has struck the industry’s leaders, heads of adviser platforms in particular. Investment platforms are the preferred route to market...