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Failure to launch – Q2 2023 Financial Adviser Sales Highlights
August 16, 2023
809 firms had £1 million
in net sales or more during the second quarter of 2023.

Hit or Miss: A Six-month Review of our UK Fund Forecast
August 1, 2023
While 2022 ended and 2023 began with winds of caution, as estimated net flows crossed 0.1% just once between December

Come on Down, Fund Managers—the Price Is Right
July 6, 2023
In general, the challenge of AoV is that it is a one-sided measure. The AoV is focused far more on

Simfund Platform Launches Comprehensive Fee and Expense Intelligence for U.K. Domiciled Funds
June 5, 2023
The comprehensive fee and expense intelligence covers over 100 unique data attributes, is captured at the share class level, and

Model Portfolios Poised to Become Leading Solution for U.K. Advisers
March 14, 2023
Based on ISS MI’s analysis showing that almost every financial adviser firm of size now uses at least one model,

UK Financial Adviser Highlights: 2022 Q4 Report
February 14, 2023
Platforms that ranked #1 in terms of AUM with a respective financial adviser firm, accounted for all £1 billion of