New Blood: No Wrong Path Taken
A quick round-up of our London event New Blood, keep an eye out for more coming soon.
A quick round-up of our London event New Blood, keep an eye out for more coming soon.
Dusting off an old presentation, Mark discusses banks getting back into advice following the NatWest/Evelyn deal.
Marketing and events cat Jamie reflects on a whirlwind first week and what he took away from his experience at New Blood.
Coverage from our New Blood event and the launch of SOTAN Wave 8, plus musings on whisky and news of a social network for AI agents.
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.
