I enjoy my annual attendance on @theplatforum roundtables, I always pick up something useful. Tonight I was on a roundtable with that doyen of financial planning Marlene from @UNIQfw. She mentioned something she does that I've been looking for without knowing it. She #nailedit
This week, Senior Analyst Víctor García Priego looks at how developments in the UK ESG fund market should prompt asset managers to rethink marketing and product strategies.
#ESG#investing#assetmanagement
https://t.co/lOHWhCQBI8
This week, Research Director Richard Bradley (@R_S_Bradley), looks at the state of M&A in the UK wealth management market and what opportunities remain.
https://t.co/dxM6WK8XGq
This week, senior analyst Andrew Ashwood (@Ashwood47) looks at the explosion of DIY investors and what is driving/guiding them to investing.
https://t.co/J14aqycn9r
@MarkDampier@DavidPenneyPRW The spectacular success HL has had growing assets via pension consolidation is the key point - @pensionbee wants to focus on that specifically without being a swiss army knife.
How did the 2020 rollercoaster influence consumer attitudes to investing? Today we publish our latest UK Consumer Insights report with data on COVID-19, use of advice, retirement and brand awareness (over 70 investment providers).
This week Jeremy Fawcett (@jfawcett) and Cristina Puscas look at how COVID-19 will affect organic and inorganic growth strategies in the D2C space.
https://t.co/FnS3yH03wh