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.
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.
