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...
by Richard Bradley | 31 March 2023 | UK Adviser Platforms
The adviser platform market is a hive of activity on the surface. Proposition changes, new tools, M&A, technology developments. However – despite the febrile nature of the market – shifts in platforms’ market share are glacial. Platforms primarily compete over new...
by George Shore | 06 January 2023 | UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
We saw a spike in the proportion of UK adults investing through 2020-2021, as household savings soared in the pandemic and fed through to investments. Unfortunately, 2022 painted a different picture, according to our latest UK Consumer Insights report, published...
by Richard Bradley | 09 December 2022 | Bespoke, UK Adviser Platforms
The platform market has reached a point of inflection in which platforms will be treated less like products for individual clients and more like investment services that work for the benefit of both investors and their advisers. Legacy platforms will need to adapt or...
