Our regular round-up of the latest insights on investment distribution

MiFID II will concentrate financial advisers’ minds wonderfully on how they charge their clients on an ongoing basis – and how they present those charges. Anecdotal evidence strongly suggests that most advisers haven’t yet woken up to their new responsibilities...

New research from Platforum looks into the pricing of adviser platforms, running a series of pricing comparisons across a range of portfolio sizes for both buy and hold investors (low turnover) and model portfolio investors (high turnover). The adviser platform...

It’s 60 shopping days until the implementation of MiFID II. The directive is set to impact fund pricing, transparency, advice models and third-party product offering. With the RDR in place since 2013, the UK investment industry is ahead of the game in many ways,...

2017 has seen a flurry of movement on the pricing front with seven platforms amending their pricing models. Despite this activity, average charges have remained constant from August of last year. The current situation for platform charging is as follows: Average...

Life is not fair according to numbers promoted by the ONS that show the net contribution to the public finances of different age groups over their lifetimes. On average each of today’s over 50 year olds are on track to receive over £100k more than they will have...

Last week I was delighted to have the opportunity to talk about one of the most critical challenges for platforms over the next 5 to 10 years – which is how do they need to evolve?  And by ‘need’ – we frankly mean what’s required if platforms are genuinely to meet...