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

This week Heather Hopkins (@heatherahopkins), Head of Research at Platforum, reflects on a decade of changes within the retail investment industry. At Platforum, we’ve been studying the retail investment industry for more than a decade. The changes have been...

This week Rohit Vaswani (@ro_vaswani), Head of Adviser Distribution Relations at Platforum, shares some thoughts on the implications of Consumer 2.0 Change is constant and exponential. In the early stages of change one might not realise the extent of it....

This week, Heather Hopkins (@heatherahopkins), Research Director at Platforum, muses about change: consumers embracing pension change and changing retirement savings behaviour for good.   Hold on to your spreadsheets, we’re in for a lucrative ride! This week...

This week Jeremy Fawcett (@jfawcett), Head of Direct, reflects on the Platforum D2C Conference which took place at the Jumeirah Carlton Tower Hotel on 24th June 2015.   At our D2C shindig this week, you’d have seen that despite all the talk of robo advice,...

This week, Senior Researcher Annalise Toberman (@AToberman) reflects on how advisers are constructing drawdown portfolios in light of Platforum’s latest research on fund selection and distribution. Today we publish the first report in our 2015 UK Fund Distribution...

This week, Senior Researcher Annalise Toberman (@AToberman) looks at the implications of the star manager phenomenon with references to the Pied Piper, Beckham and Harry Kane thrown in for good measure. For the topic of this week’s e-newsletter, I’ve been inspired...