by Andrew Ashwood | 27 March 2020 | UK Adviser Platforms
Adviser firms are increasingly using back office systems as the main hub for their administration and client relationship management. But a key challenge is that the integration between platforms, back office systems and other financial planning tools is far from...
by Andrew Ashwood | 20 March 2020 | UK Adviser Platforms
Over the last decade, many predicted that the pace of adviser platform consolidation would pick up, though this has never quite happened. Received wisdom was that scale would be essential, but many smaller platforms remain profitable while some larger players have...
by Richard Bradley | 28 February 2020 | Europe, UK Adviser Platforms, UK D2C
There has been a significant amount of M&A in the platform market of late, in the UK and Continental Europe, across D2C and intermediaries. Here we take a quick look at just a few of the deals we’ve seen over the past year, starting in the UK. FNZ gobbles up GBST...
by Platforum Team | 13 December 2019 | ESG, Europe, UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
All across Europe – including UK – we are seeing changes to regulation, demographics and what investors want. Firms continue to evolve their business models and the industry slowly alters course. Our last newsletter of the year covers our predictions for 2020 and...
by Andrew Ashwood | 15 November 2019 | UK Adviser Platforms
Adviser platform assets continue to rise – despite some major headwinds. In our recently published figures for Q3 2019, the total adviser platform market stands healthily over £500bn, of which assets relating specifically to financial advisers represent around £430bn....
by Andrew Ashwood | 01 November 2019 | UK Adviser Platforms
The long-term downward trend in UK adviser platform pricing continues. Headline charges have been trimmed over the past year and special pricing deals between platforms and advisers have driven overall costs even lower. For platforms charging 0.30%, and barely (if at...
