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 | 09 August 2019 | UK Fund Distribution, UK Wealth Management
DFMs are a large and expanding channel for retail investment distribution, with impressive growth from the financial adviser sector via their model portfolios on platforms. Now more than ever, asset managers need to understand how DFMs construct their portfolios,...
by Ross Langbridge | 26 July 2019 | UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
Age is not just a number, it is one of the most defining variables in British investors’ decision making. Understanding what drives consumers to make choices about investment services and products is critical for firms when developing distribution and marketing...
by Joshua Taylor | 25 January 2019 | UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Wealth Management
Brexit has dominated both the news and cast a shadow over the UK’s long-term economic outlook. The parliamentary deadlock has depressed much of the financial sector. EY recently reported that post-Brexit some £800bn of assets are set to shift from the UK, while the...
