Our regular round-up of the latest insights on investment distribution
Rethinking client money
Client money rules are potentially the most frightening for firms and can involve really substantial fines. However, custody arrangements at platforms and wealth managers have often evolved organically, especially where firms have grown through mergers or...
Jeremy Fawcett 28 May 2021
Radical shifts in the European platform market
Allfunds’ recent stock market debut marked a noisy close to an unusually noisy period for institutional fund platforms. Recent years have seen Europe’s two large global custodians (Clearstream and Euroclear) enter the market through acquisitions of well-established...
Victor Garcia Priego 21 May 2021
Adviser platform flows rebound strongly in Q1 2021
Senior analyst Andrew Ashwood looks at adviser platform data for the first quarter of 2021.
Andrew Ashwood 14 May 2021
Guiding a new wave of DIY investors
The last 12 months have been transformational for providers across the retail investing spectrum. Adviser platform flows have picked up over the last two quarters but it’s online investing services that have seen a huge increase in demand. Where are these new DIY...
Andrew Ashwood 07 May 2021
Long-term trends to watch in post-retirement advice
The nature of post-retirement advice continues to evolve following the shock of 2015’s pension freedoms. Systems can take a while to adjust to a new steady state after any big jolt – financial planning is no different. The long-term trend in the advice market has...
Richard Bradley 30 April 2021
How Vanguard will disrupt the advice market
Vanguard has introduced another potential game changer with its advice offering, which it formally launched last weekend. Vanguard Personal Financial Planning is pretty compelling in terms of price, at 0.79% all-in. Detractors who favour full-fat financial advice...
Richard Bradley 23 April 2021