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...
by William Moss | 02 December 2022 | UK Adviser Platforms
There’s a lack of transparency around adviser platform pricing, which could be undermining competition in this crucial market, according to our latest UK Adviser Platforms: Pricing report. Pricing structures can be complex and confusing and are often poorly...
by William Moss | 02 September 2022 | UK Adviser Platforms
Advisers put the bulk of their clients’ assets on platforms for a few main reasons: access to multiple tax wrappers as well as better portfolio management and reporting capabilities. However, what lies behind an adviser’s decision to use a particular platform? We...