Trends insights from Platforum's Richard Bradley

Prepared for UK professional advisers only. Sarah Kennedy hosts Richard Bradley of Platforum to discuss trends affecting financial advisers. Richard explains why model portfolio services (MPS) continue to grow and how platforms are evolving to support wealth managers and advisers.

They discuss the slow adoption of ETFs, emerging retirement-focused products, AI use by advisers, and ongoing cost and functionality pressures across platforms and DFMs.

Sarah Kennedy is the partnerships manager at Albemarle Street Partners. 

Richard Bradley is Deputy Head and Research Director at Platforum. Platforum's research provides valuable insights and data about retail investment in the UK and the rest of Europe.

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

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