State of the Platform Nation 2023/24
The authority on platform performance, segmentation, analysis, pricing and strategy.
State of the Platform Nation 2022/23
A full review, of pretty much every advised investment platform in the UK market today and a snapshot of how each compares on pricing.
CIPs: An overheating engine?
Our research for Copia Capital looks at how Centralised Investment Propositions (CIPs) became a victim of their own success and what advisers can do about it
State of the Platform Nation 2021/22
State of the Platform Nation is now live. It’s the tenth edition of this annual report and the one we’re probably best known for.
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.
State of the Platform Nation 2020/21
We’re pleased to announce that the lang cat’s 2020/21 guide to advised investment platforms, State of the Platform Nation, is now live.
Guide to ISA investing 2021
Our Guide to ISA Investing for 2021 is for you if you’re looking for a bit of help when deciding on the best home for your stocks and shares ISA.
Crossing The ESG Event Horizon: An Adviser’s Guide
With ESG it can feel hard to see the wood for the trees. That’s why our report focuses on really cutting through to the practical realities of sustainable investing today.
To retirement and beyond: the lifetime costs of investing – 2020 update
Welcome to the revised, refreshed and rebranded update to our exploration of drawdown income sustainability.
You Can Do It
Overcoming the barriers to using investment companies on platforms
