The Top Class Wednesday Update is spreading the disease
Mark debates the question of platforms as the new life cos, and why the real issue is a sense of entitlement.
Mark debates the question of platforms as the new life cos, and why the real issue is a sense of entitlement.
Find out the diverse range of start-ups set to grace the Catwalk stage…
Platforms as the new life cos, casino thrills and age 28 as the financial crunch year for women.
AI and tech in advice is moving at pace. Five firms share their approach, and how attending Catwalk fits in with their decision-making.
Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter. In particular, it covers platforms
Now in Wave 7, this is the UK’s best insight into the advice profession, including business and sentiment data and a role-specific look at advice.
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.
