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.
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.
You Can Do It

Overcoming the barriers to using investment companies on platforms
To Retirement And Beyond: The Lifetime Costs Of Investing

Welcome to our exploration of drawdown income sustainability.