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

This week Jeremy Fawcett (@jfawcett), Head of Direct, looks at new technology for workplace savings on the eve of the publication of our latest Workplace Savings Guide… Recent McKinsey research shows that chief execs and landscape workers are unlikely to be...

This week Sophie Huang, Senior Researcher at Platforum (@theplatforum) looks at where fund flows will come from as fund-of-funds asset growth starts to plateau. One of the challenges in doing research on multi-manager funds is that everyone seems to have a...

After a tough 2014, Axa Wealth’s Elevate appears to have turned a corner. It is receiving investment, gathering assets at pace and seeing strong flows into pension wrappers. This is in spite of uncertainty over its future ownership. The platform’s gross and net...

In this week’s email, Miranda Seath (@SeathMiranda) and Juliette Curtis Hayward share their thoughts on platform models and ownership, an issue highlighted by adviser opinion expressed in the Q3 adviser survey. This week we published our quarterly adviser platform...

This week, Heather Hopkins (@heatherahopkins) and Miranda Seath (@SeathMiranda) give an update on Platforum’s recent survey of Employee Benefit Consultants, Corporate Advisers and Employers as part of our Workplace Savings Research. Our recent survey of Corporate...

When it launched in 2009, Aviva famously sought to become the secondary platform of choice for advisers. More recently, however, it has become quietly ambitious, steadily increasing its share of business from existing users.It is winning business from new sources...