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.
Q4 Platform market scorecard
Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter.
State of the advice nation
State of the Advice Nation is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data. Wave 6 is now available.
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.
House Rules
The equity release industry has faced an uphill battle to shed the negative perceptions which have followed it around for the last several decades. While not unreasonable, those perceptions are largely outdated and this paper looks at it through fresh eyes.
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
Signal to noise: Barriers to transfer business
We’re not giving anything away when we say that the platform transfer market is not performing as well as it could for anyone involved.
Advised platforms and MiFID II disclosure
What are advised platforms actually doing to meet MiFID II ex-post disclosure, requirements?
Fixed that for you: state of the platform nation
We’ve thought about it. And we think that 2018 was the biggest year in platforms since RDR. Replatforming, corporate activity (four IPOs and an acquisition) and regulation formed an unholy trinity that saw some of our biggest names fall from grace and many providers running to stand still. In among that somewhere was a large […]
