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Fund figures show decline in platforms’ dominance

Platforms’ retail distribution dominance has declined in the past year, according to the latest Investment Association figures. In January, intermediaries including IFAs and wealth managers made gross retail fund sales of £8.1bn, representing an increase in market share of nearly 10 percentage points year-on-year, to 35.7 per cent from 27.4 per cent in January 2017. […]

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Phil Wickenden: Can you manage competing retirement income objectives?

Almost three years on from the start of the pension freedoms, people approaching retirement are looking for the most effective and efficient way to use the flexibility, while also balancing the various risks that come with this freedom of choice. While there are undoubtedly many opportunities, there are also challenges for both clients and their […]

Juan Alcaraz

The Big Interview: Allfunds chief executive on becoming the Amazon of the distribution world

Juan Alcaraz explains how big data is going to transform the investment industry. European platform Allfunds chief executive Juan Alcaraz is described by some as the most powerful man in the continent’s fund industry. The ex-global chief executive of Santander Asset Management first had the idea of building a platform business while he was working as […]

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