London 2027
The road to Abbey Road Studios starts here. Register your interest now and be among the first to find out more…
The road to Abbey Road Studios starts here. Register your interest now and be among the first to find out more…
The road to Abbey Road Studios starts here! Register your interest now and you’ll be among the first to know when more details are released…
THE PRACTICALITIES
The date to mark in your calendars is Thursday 4 February – join us in person on the day. There is no streaming option – you’ve got to be there!
CPD
This event will provide 5 hours of structured CPD. Certificates will be sent out to attendees in the weeks following the event.
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.
