THE TOP CLASS WEDNESDAY UPDATE IS HERE FOR YOUR STONKS

Were you in? On #GME? And Dogcoin? Were ya? I’m proud to say that I took all the cash we’ve built up in the lang cat over the last 10 years, and SPANKED it straight on these STONKS because that’s what RoaringKitty told me to do. No, I didn’t, and neither did you (though Mark […]

THE TOP CLASS WEDNESDAY UPDATE MAKES NO CHARGE FOR ONGOING SERVICE

Greetings from the Isle of Wight. The boss is apparently busy with other stuff (presumably organising our virtual office Christmas party [1] ) so for one week only I’m back in charge of the weekly update. Sitting comfortably? Then we shall begin. It was a pretty full-on week last week, what with Parmenion, Nucleus, Transact […]

All change in Platform Land

Any thoughts of a quiet end to the year in platform land [1] were firmly kicked into touch at midday today with Nucleus publishing a statement regarding a possible offer, a story that had been broken by the mighty Jack Gilbert at NMA a few minutes earlier. This of course comes on top of the […]

Hello Fundment!

During the 2010s, several commentators were fond of sayings things like ‘within five years, there will only be four or five adviser platforms’. Their fantasy was that the behemoths would hoover up the smaller, generally start-up-based, platforms, thus preserving the traditional establishment’s grip on the UK retail investment market and enjoying a vertical integration-based nirvana. […]

THE TOP CLASS WEDNESDAY UPDATE THINKS IT WILL ALL END IN TIERS

Regular readers might recall that the boss ended last week’s update on this bombshell: “I’m on holiday next week, so will pick the feline I like least and have them do the Update”. Oh. Right. Fortunately, whilst Mark is away enjoying the Scottish Weather, there is plenty happening down here in the lang cat IOW […]

THE TOP CLASS WEDNESDAY UPDATE IS GOING BACK TO SCHOOL

Welcome to another Wednesday update. Mark is on holiday again, so for probably the final week I’m in charge. Last time he was off Edinburgh was battered by a huge electrical storm. This week we’ve all enjoyed Storm Francis. The Gods are clearly angered by his absence, so we won’t be letting that happen again. […]

THE TOP CLASS WEDNESDAY UPDATE HAS NO PROBLEMS WITH LIQUIDITY

Hello friends, and welcome to another top-class Wednesday update. The undisputed worst year ever rattles on, yet pleasingly there are some comforting signs of normality. The sun is shining, England have won a test series, and Mark is taking a well-deserved break (it says here) enjoying the Scottish weather. So, for another week I’m back […]

THE TOP CLASS WEDNESDAY UPDATE IS EASING ITSELF INTO SUMMER

Whilst there is still a fair whack to go, it’s looking increasingly certain that 2020 won’t feature on many folk’s list of best years ever. The last few months have been tough (and for some, tragically so) but finally we are starting to see some small steps towards normality. Pubs are opening, cricket is back, […]

COMING SOON: ESG FOR PLATFORMS?

This announcement from AJ Bell caught my eye yesterday. You really should click on the link to find out more (and come back to this blog once you are done) but in case you want to stay with me, let me give you the TL/DR. AJB has launched the “AJ Bell Wage War on COVID […]

THE TOP CLASS WEDNESDAY UPDATE IS BACK TO LIFE

So, after last week’s intermission, normal service is resumed for TCWU. Or at least it would be if it wasn’t half term in Scotland. Boss man is on holiday in a top-secret location up North so for one week only, fresh from my own holiday, it’s down to me to deliver the weekly missive. Plenty […]

Impact of poor service

/ White papers

The Impact of Poor Service

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.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

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.

/ White papers

Answering the Call

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.