Out Now: 'The Direct Platform Guide: More activity under the surface'

The Direct Platform Guide

On the surface there's not much movement in the direct-to-consumer (D2C) sea but beneath the waves there are exciting changes. A market of 6.5 million active private investors in the UK are not unnoticed by providers. The RDR, changing consumer behaviour and the march of digital technology continue to disrupt this market. What are the opportunities and who is taking the initiative?

The Platforum has researched the D2C market for the second year and find the big fish are still patrolling but the smaller fish are also making waves – established D2C brands, stockbrokers, fund managers and discount brokers all have their slice of the (fish?) pie but so do a fresh wave of new entrants.

The Direct Platform Guide is available to purchase at £6,500 +VAT. For further information please email Jeremy Fawcett.

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A look back at 2011 and a glance forward to 2012

16th December 2011 – Holly discusses the 2011 platform market and looks forward to 2012.

What can The Platforum do for you?

The Platforum are experts in investment platforms. We work with providers and IFAs to provide help and advice with research, product development, marketing and strategy. Have a look at the research, events and consultancy we offer and some client feedback.

  • IFAs - worried about platform selection and due diligence? Have a look at PAT. Want to know what your peers think? Check out the Platforms page (no providers allowed!)
  • Fund managers - want to see what IFAs are planning; keen to see how the trend to model portfolios and discretionary management is developing and anxious to understand the new commercial relationship between asset managers and platforms? Our quarterly research, The Adviser (plat)Form Guide reviews this and more.
  • Thinking of building a direct to customer platform? Take a look at our D2C research for market sizing, provider reviews, business cases and consumer research.
  • Platforms - talk to us about our research for competitor analysis, benchmarking against peers and understanding adviser feedback and trends. We also conduct some bespoke research projects and advisory work.
  • Corporates - we are currently producing our first Corporate (plat)Form Guide. Watch this space!

Please contact us on 0207 970 6640 if you have any questions at all. We like speaking to you!

Gongs, models, fish and knights

A bit of a Pick n Mix this week my friends. Firstly congratulations to everyone at Nucleus who announce today they have hit the £3.5bn mark and now work with more than 100 adviser firms.

An Idiot's Guide to the FSA's platform Policy Statement

Yesterday, the FSA published the long-awaited Policy Statement on platforms. We have summarised the main points and our reaction to these in the document below (we also include the full FSA policy paper for those who have not seen it). The headlines are that bundled pricing and the payment of cash rebates to clients are imminent Dodos.

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