Shaking up the competition: Wraps & platforms survey

  • Gain an understanding of the current market
  • Learn about the challenges faced by providers
  • Grasp how regulatory changes could reshape the industry
Shaking up the competition: Wraps & platforms survey

If the big theme in the platform market last year was consolidation, then this year things have swiftly moved on. Advisers using the two major platforms that were acquired in 2016 – Cofunds and Elevate – were left with decisions to make: primarily to ensure clients are not left disadvantaged by the switch, and that their decisions remain suitable. 

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  1. Mr Neilson says which platforms are most likely to come under scrutiny in the FCA's market review?

  2. It states the rise in AUM over the past 12 months can largely be attributed to what?

  3. Despite facing scepticism in the past, which products are now an integral part of most provider's offering?

  4. According to Mr Neilson, Vanguard's arrival is unlikely to affect advisers for what reason?

  5. Mr Wilson says what should reduce over time?

  6. Vanguard's D2C offering will pile pressure on who, according to Mr Neilson?

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