by Andrew Ashwood | 13 November 2020 | ESG, Europe, UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Wealth Management
Adviser platforms delivered their second consecutive quarter of growth, rebounding from their losses in the tumultuous first quarter of 2020. Platform assets grew by 2.5% in the quarter to £554bn, despite falls in stock markets in the same period when the FTSE...
by Danby Bloch | 31 July 2020 | Bespoke, UK Financial Advisers
At Platforum we examined intergenerational financial planning in one long-established wealth management firm – Charles Stanley – where they have numerous examples of looking after five or six generations and more. Platforum researched and wrote the Book of Stories for...
by Jennifer Mallett | 19 June 2020 | UK Financial Advisers
Nearly two-thirds (62%) of adviser firms now have investment committees; and these play an increasingly important role in selecting investments, according to our latest research into adviser investment propositions. Many smaller firms have these committees, and among...
by Andrew Ashwood | 29 May 2020 | UK Financial Advisers
M&G has acquired the Ascentric platform this week. Its c. £14bn assets are either on the standard platform or a full white label option (such as Succession’s bespoke platform). At our last count, just shy of 1,800 adviser firms use Ascentric. So where will this...
by Richard Bradley | 13 March 2020 | UK Financial Advisers
Around half of UK advisers are using bucketing strategies for clients in decumulation, up significantly from a few years ago. This typically involves two or three portfolios, with at least one of them in cash or cash-like products as a safety net in case of market...
by Andrew Ashwood | 06 March 2020 | UK Financial Advisers
Many advisers are worried about the risk to their firms from their unrealistic risk profiling, according to our recent report UK Financial Advisers: Retirement Propositions. Nearly half of advisers we surveyed reckoned that unrealistic risk profiling for clients was...
