In this episode of The Transact Platform Podcast, Transact’s CEO, Tom Dunbar, speaks with Bella Caridade-Ferreira, Founder of Fundscape, one of the leading authorities on platform market data and analysis.

With over 20 years of experience studying the platform market, Bella shares how the industry has evolved from a handful of providers into a complex ecosystem shaped by regulation, technology and changing client behaviour.

They cover:

• the evolution of the platform market and the rise of D2C investing
• platform business models, revenues and margins
• the growing importance of platform technology and risks of provider concentration
• why AI is an opportunity to enhance, not replace, financial advice
• the resurgence of bonds and trusts in financial planning
• the challenges and opportunities in improving transfer processes.

Bella also shares a clear message for advisers: be intentional in your platform selection strategy. The right foundations enable better outcomes for both your business and your clients.

If you’re reviewing your platform strategy or thinking about the long-term direction of your business, this episode provides insight and a data-led perspective.

To stay up to date with the latest industry developments, don’t forget to subscribe to the Transact Podcast on Spotify and Apple Podcasts and follow us on LinkedIn and X.

For more information visit our website at: https://www.transact-online.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice. All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.