Our regular round-up of the latest insights on investment distribution
UK advisers are shifting their views on ESG, but…
Advisers are starting to discuss how responsible / ESG investing can be profitable in their conversations with clients, our new research finds. Investors, they say, can “do well by doing good”. Advisers’ concerns about the downside risk of poor returns from these...
Victor Garcia Priego 29 January 2021
COVID-19 savings glut
“We are all in the same storm – the pandemic – but we are not in the same boat.” The pandemic has impacted on different people very differently. We have just published our annual UK Consumer Insights report, looking at the behaviours and views of UK adults about...
Richard Bradley 15 January 2021
Platforum Predicts
2020 has been a disaster for many businesses. The financial services sector has been very lucky in comparison, insulated from the worst of the crisis. Looking ahead to 2021, we examine here the major trends that are due to shape retail investment channels across...
Platforum 18 December 2020
The trends in DFM MPS pricing
Financial advisers’ use of DFMs and multi-asset funds by grew rapidly post-RDR. More broadly, in-house model portfolios and similar ‘investment solutions’ have become more popular with advisers, all at the expense of building bespoke advisory portfolios for each...
Andrew Ashwood 11 December 2020
For sale: Parmenion and Nucleus on the market
Standard Life Aberdeen announced over the weekend that it was putting Parmenion up for sale. News then broke on Wednesday that Nucleus had already received some proposals. Parmenion and Nucleus are two very different propositions, and they present very different...
Andrew Ashwood 04 December 2020
The Book of Stories 2.0 – a short cut to understanding families and their attitudes to money
The Book of Stories 2.0 – a short cut to understanding families and their attitudes to money This week, Senior Analyst Jennifer Mallett discusses some of Platforum's research into intergenerational financial planning that helped creates Charles Stanley's Book of...
Jennifer Mallett 27 November 2020