The Top Class Wednesday Update is comfortable with its strategy
Steve examines the accounting wizardry at the company formerly known as Nutmeg, and the monster coming over the hill for JP Morgan.
Steve examines the accounting wizardry at the company formerly known as Nutmeg, and the monster coming over the hill for JP Morgan.
Andy Burnham vs Factory Records’ Tony Wilson. Plus what advisers value from platforms and Anthropic’s copyright payout.
Various initiatives have tried and failed to help explain to people what they’re buying. With multiple competing interests, it’s no wonder.
Proud to be named HeadlineMoney’s PR Agency of the Year for the second time in three years.
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.
