While the old site did the job just fine, we’ve been aware that there was a room for improvement, and that’s why we’ve overhauled the website.
Advice professionals say practice management systems are the weakest point in their advice tech, more so than their chosen platforms.
When it comes to change and innovation, platforms would argue they are changing all the time – constantly building improvements in functionality and service.
The setpiece debate at our recent HomeGame 3 event in Edinburgh looked at where change and innovation comes from in the platform market.
In the final part of our mini-series on service and what it really means, we hear from abrdn chief commercial and strategy officer Jonny Black.
Continuing our mini-series on what service really means, next up we hear from Siân Davies Cole from Plan Works.
We’ve decided to make service a key focus here at the lang cat. In the first of a three-part mini-series Steve talks us through some recent research findings.
Understanding the advice gap comes down to two important questions: what is stopping most people from seeking advice, and what do we do about it?
The FCA has published the final rules for the Consumer Duty, the implementation period has been confirmed, and it is over to you dear adviser/platform/asset manager/tech supplier (delete as appropriate) to make the necessary changes. The good news is, as you would expect, we’ve got your back. We’ve been busy with our own readiness program […]
Hello, Natalie here. Mr P is off on holiday, enjoying the balmy 7-degree temperatures of somewhere in Scottishland, so it falls to me to update you all this week. I had the genuine pleasure of attending the PA 360 conference in London a couple of weeks back. It was my first proper in-person conference for […]