Q1 2026 Platform market scorecard
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. This edition’s special section follows up on some of the findings in our recent paper with Morningstar Wealth, Unlocking the next phase of MPS growth, which can be downloaded here. […]
Q4 Platform market scorecard
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. Note: The platform market scorecard is available to platforms and providers only. For advice professionals, we create the Adviser Briefing, published just after the market scorecard. This is only available […]
Q3 Platform market scorecard
The Q3 2025 version of our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives.
Q2 Platform market scorecard
The Q2 2025 version of our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives.
Q1 2025 Platform market scorecard
The Q1 2025 version of our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives.
Q4 2024 Platform market scorecard
The Q4 2024 version of our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives.
Q3 2024 Platform market scorecard
The Q3 2024 version of our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives.
Q2 2024 Platform market scorecard
Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives for Q2 2024.
Why more advisers and DFMs are choosing to operate their own platform
Find out what it means to operate a platform of your own, why advisers and investment managers are going down this route, and the different options available.
