All change in Platform Land

Any thoughts of a quiet end to the year in platform land [1] were firmly kicked into touch at midday today with Nucleus publishing a statement regarding a possible offer, a story that had been broken by the mighty Jack Gilbert at NMA a few minutes earlier. This of course comes on top of the […]

THE TOP CLASS WEDNESDAY UPDATE MIGHT PUT THE TREE UP EARLY THIS YEAR

Welcome to the last twelfth of the year so bad they named it twice. If you’re still here – and that’s a conditional phrase that carries more weight than it should this year – then you made it. Well done. Nearly there. Keep going. I’m usually a bit of a moan about the run-up to […]

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.