You sort it out. You. Sort it. Out.

Just a quick post on one of the things from CP10/29 that hasn’t picked up so much coverage in amongst all the hoohah on rebates, admin payments and so on. Later on in the CP, our narrator says “We are proposing new rules to ensure that investors who access authorised funds through intermediate unitholders receive […]

You sort it out. You. Sort it. Out.

Just a quick post on one of the things from CP10/29 that hasn’t picked up so much coverage in amongst all the hoohah on rebates, admin payments and so on. Later on in the CP, our narrator says “We are proposing new rules to ensure that investors who access authorised funds through intermediate unitholders receive […]

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.