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 Callum Lawson-Gallagher | 10 November 2023 | UK Fund Distribution, UK Wealth Management
Sub-advised retail funds have continued to be a bright spot in asset management over the past year, with assets having once again grown faster than the wider market. That is the picture that we see in our latest report – UK Wealth Management: Investment Distribution –...
by Richard Bradley | 21 July 2023 | UK Wealth Management
The platform MPS market is maturing faster than we previously predicted. Market volatility in 2022, regulatory changes and advice firm consolidation have accelerated trends that we’ve highlighted before. So competition among MPS providers is getting fiercer, according...
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 | 16 September 2022 | UK Wealth Management
Advisers have been squeezing costs in the value chain for the past decade. Their own fees have held up well – after all, they’re the ones in the driving seat, and with direct contact with clients advisers are well-placed to extol the value of their services. But the...
by Richard Bradley | 24 June 2022 | UK Wealth Management
Model portfolio services used by third-party financial advisers remained the fastest growing area for wealth management assets last year. The big question is: how much more has MPS growth got to run? MPS assets totalled a little over £80bn at the end of 2021,...