by Lottie Bussell-Ahern | 05 April 2024 | UK Adviser Platforms
Don’t be fooled into thinking that platforms are all about whizzy technology. While there’s demand for more automated and better integrated platforms, good customer service still reigns supreme for financial advisers, according to our most recent UK Adviser Platforms:...
by Lottie Bussell-Ahern | 12 January 2024 | UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
The proportion of UK adults who are investors rose slightly over the past year – a positive sign in a rather disappointing year. But these headline numbers disguise some important inter-generational shifts, according to our latest UK Consumer Insights report. • The...
by Lottie Bussell-Ahern | 21 November 2023 | UK Adviser Platforms
UK adviser platform net flows were down significantly in Q3, despite gross flows being marginally up. Money is therefore still making its way onto platforms, but withdrawals have continued to rise, according to our latest UK Adviser Platforms: Autumn Update report....
by Lottie Bussell-Ahern | 13 October 2023 | UK Adviser Platforms
Consumer Duty has forced adviser platforms to take a long hard look at their charging practices. They will need to keep looking, according to our latest report for Platforum subscribers, UK Adviser Platforms: Pricing. Responding to the FCA’s Consumer Duty initiative...
by William Moss | 18 August 2023 | UK Adviser Platforms
Q2 2023 really was dismal for adviser platforms. Assets were up, but mainly thanks to SS&C Hubwise migrating Brooks Macdonald assets. Gross flows don’t look too disastrous, but were still down around 10% on the quarter and year. Net flows, on the other hand, were...
by George Shore | 26 May 2023 | UK Adviser Platforms
One in five advisers could be on the look-out to move away from their primary platform according to Platforum’s latest research – UK Adviser Platforms: Spring Update – which we published this week. Advisers are pretty satisfied with the main platforms they use, but...