The impact of poor platform service 2024
The second edition of the report alongside Parmenion, this time with a focus on transfer times.
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.
Q1 2024 Platform market scorecard
Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter.
State of the Platform Nation 2023/24
The authority on platform performance, segmentation, analysis, pricing and strategy.
Q4 Platform market scorecard
Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter.
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.
Q3 market scorecard
Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter. Particularly covers platforms and DFM Model Portfolio Services.
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.
A Fragmented World
Clients, advisers and providers are all facing their own fragmentary forces. It’s how we navigate this together that will determine the longer-term outcomes clients enjoy and it’s this that we explore in this publication.
