The emerging warning signs on the rise of D2C

The latest edition of State of the Platform Nation is out – and there’s some worrying red flags for advice firms and platforms.

Financial services insight and communications. Delivered with impact. By people who really know their stuff.

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Platforms are our heartland, but we’re about much more than that. Expect agenda-setting insight and analysis, regular market reporting and bespoke insight. Powered by our 1,600-strong adviser panel.

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Platform and MPS suitability and due diligence simplified

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/ Research

Platform market scorecard Q4 2025

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter. In particular, it covers platforms and DFM model portfolio services.

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    Impact of poor service

    / White papers

    The Impact of Poor Service

    We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

    Impact of poor service

    / White papers

    The Impact of Poor Platform Service

    We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

    / White papers

    Answering the Call

    Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.