by Lottie Bussell-Ahern | 09 September 2024 | UK Adviser Platforms
There has always been a tension in how advisers select platforms. On one hand, platforms are products, recommended to clients, who generally pay for them. On the other, they are services primarily used by advisers. Platforms therefore serve two masters, with subtly...
by Lottie Bussell-Ahern | 24 May 2024 | UK Adviser Platforms
The UK adviser platform market seems to be on the road to recovery after a difficult couple of years, but some bumps still lie ahead, according to our most recent UK Adviser Platforms: Spring Update report. Indicators of improvement include total platform AUA growing...
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...
