There's been a fair bit of recent M&A activity in the retail investment space and platforms have not been immune to this. Based on some of our latest adviser research, what impact does platform M&A activity have on advisers with clients on that platform? https://t.co/YIMyj2SZPi
More from me this week on the rise in adviser firms using platform MPS. Many drivers are behind this including price, rise of ethical/ESG investing and expanding portfolio ranges @theplatforum https://t.co/OzfV6jYwrK
We've been conducting research into the world of platform managed portfolio services (MPS) offered by wealth managers. One of the big growth drivers has been the downward pressure on pricing which I look into in this @theplatforum article. https://t.co/VZK4n4TxfL
Some thoughts from @jfawcett from our recently published white paper: Meeting the needs of platforms and wealth managers. You can download the white paper on our website here: https://t.co/f7rcvpPbaA
https://t.co/sJ8XTYfh7E
We've seen strong adviser platform flows in Q1 2021 - and that trend looks set to continue as the economy opens up and investors are more confident with their excess lockdown savings. https://t.co/nDwgiinUln
We've seen something of an explosion of new DIY investors over the last 12 months. How do direct platforms nudge them away from high risk/high return investments and towards more diversified portfolios? A short blog. https://t.co/V78zRpHlG9
Adviser platform assets at the end of 2020 along with where flows/new business is heading in this week's @theplatforum newsletter https://t.co/jj0HKKM2i5
2020 was an interesting year for all to say the least. Our upcoming report on D2C investing services in the UK looks at the impact of new people flocking to investing as well as all other key market trends and data.
Some highlights of DFM MPS pricing from @theplatforum latest wealth management report. I look at the trends in MPS pricing as well as the big question mark over VAT. https://t.co/vHBXzyo9TO
Big news in the adviser platform market this week as both Parmenion and Nucleus are up for sale. In this week's @theplatforum blog I have a look at some of the possible destinations and the implications of those. https://t.co/O9TDaQ2KXh
A can't miss session from the @_moneymarketing team featuring @R_S_Bradley and @theplatforum research & insights on the state of the UK financial advice market and where it's headed in 2021
Some findings from latest @theplatforum research on adviser platforms and their charging models. Rate card charges continue their march downwards - and that's not taking into account the many bespoke deals advisers are striking with platforms https://t.co/HHtJgux2cB
Some findings about what would lead advisers to transfer clients away from a platform, from our recent @theplatforum adviser platform research https://t.co/YZ0zxW3NM6
My article featuring the latest @theplatforum research on adviser platforms. I look at what advisers take into account when conducting platform reviews and due diligence. This and more is featured in our latest report - UK Adviser Platforms: Due Diligence. https://t.co/1htzrnVEHq
My latest article in @_moneymarketing featuring some insights from the latest @theplatforum research on the UK financial adviser market and their investment propositions https://t.co/xgYyORWwfD
Short blog from last week on Hargreaves Lansdown's new Wealth Shortlist and some of the changes in composition, governance and what the future has in store. https://t.co/7nFZo71eoU
My latest @_moneymarketing article looking at how platforms have supported advisers during Covid-19 and lockdown based on @theplatforum research https://t.co/DbwqOo6sH6