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UK Adviser Platforms

Issue 37

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UK Adviser Platforms - Issue 37

Issue 37 is the first publication in our 2019 UK Adviser Platforms research. In this report we cover year-end adviser platform data looking at assets under administration and flows over the final quarter of 2018.

Our UK Adviser Platforms reports provide insight into trends in the adviser platform landscape and analysis of platform performance based on assets and sales data. Our survey of financial advisers gauges their views on the platforms they are using and how they go about interacting with platforms.

This report covers:

- Adviser platform assets under administration and growth
- Gross/net flows onto adviser platforms
- Platform due diligence and what affects advisers’ platform behaviour
- How advisers are using platforms
- Platform User Leaderboard – our quarterly platform rankings based on financial adviser reviews
- Platforms on a page – an in-depth look at the key players in the adviser platform market

The findings will be relevant for:

- Platforms
- Asset managers and other product providers
- Associated service providers involved in retail investment distribution

 

Objective research. Trusted insight.

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