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 Cristina Puscas | 29 November 2019 | UK D2C
Competition in the D2C market is fierce. The RDR was initially expected to lead to an exodus away from financial advice towards self-direction. A plethora of D2C propositions therefore came to market, expecting to cash in. Six years on, while asset prices have risen,...
by Cristina Puscas | 08 November 2019 | UK D2C
Over the past year, we’ve seen direct platforms significantly improving the investor experience and there are more companies that can genuinely claim to offer a top rate service. In particular, content and guidance have improved and new mobile features have been...
by Jeremy Fawcett | 18 October 2019 | UK D2C, UK Fund Distribution
This week saw Link pull the plug on the Woodford Equity Income Fund (WEIF), leading to the investment manager’s exit from its other vehicles. WEIF investors don’t know how much of the 85p current valuation will be returned to them in 2020. The Patient Capital...
by Jeremy Fawcett | 07 October 2019 | Europe, UK D2C, UK Financial Advisers
Players across the asset management value chain who don’t pivot in response to today’s changes are risking obsolescence. Asset managers need to reconnect with end investors to understand how they want to consumer as well as what they want to consume. It’s about...
by Richard Bradley | 23 August 2019 | Europe, UK D2C, UK Fund Distribution
Rebates have been confirmed as taxable this month, in the long-running clash between Hargreaves Lansdown and HMRC. This effectively confirms ‘superclean’ share classes are the most tax-efficient mechanism for delivering preferential rates on funds, rather than the...
