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.
Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter. Particularly covers platforms and DFM Model Portfolio Services.
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 While not unreasonable, those perceptions are largely outdated and this paper looks at it through fresh eyes.
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
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.
What are advised platforms actually doing to meet MiFID II ex-post disclosure, requirements?
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 […]
Summer might be slipping out of reach but we’re hanging on in there with the lang cat’s 2018 Guide to Direct Platform Investing.
Our response to the FCA’s Investment Platforms Market Study (IPMS).