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. […]
State of the Platform Nation 2025/26

The latest edition of State of the Platform Nation is available on Analyser for subscribers.
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.
State of the Platform Nation 2024/25

The authority on platform performance, segmentation, analysis, pricing and strategy.
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.