Lee Robertson recently sat down with Mark for a revisit of a conversation on all things platforms.
Filmed just after our AdviceTech Catwalk event in June, they discuss (among other things):
Greetings – Mike here. Today is launch day for our 2025 Advice Gap report, so, fresh from the glittering launch event in London earlier this morning, here are a few
Mark discusses the unlikely parallels between buying a guitar and financial planning.
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.
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.
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.
