New Blood from the lang cat scoops Money Marketing award
The lang cat: Now the proud home of award-winning events, after taking the trophy for Best Initiative for Closing the Adviser Gap.
The lang cat: Now the proud home of award-winning events, after taking the trophy for Best Initiative for Closing the Adviser Gap.
Nat covers recent comments from the FCA on targeted support and the risks of AI in advice.
Typewriters, and what we lose if AI solves everything. In the news: Aviva’s streamlined advice service, Standard Life and IHT and more on AI.
We hear from Etcho co-founder Charlie French on the power of tech to deliver personalised, sustainable investing at scale.
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.
