Have your say in State of the Advice Nation

State of the Advice Nation (SOTAN) is the lang cat’s flagship annual adviser research study and we’re in the throes of gathering the views of financial advice professionals for wave six. 

The Top Class Wednesday Update is happy to be proved wrong

Steve here, subbing in for Mark. It’s been a while. How’s it going? I’ve had a book kicking about the bedroom for months now, How to be wrong by that polarising fella off the Twitter, James O’Brien. Just never got round to starting it. Those algorithmically-driven midnight YouTube death spirals aren’t going to watch themselves […]

THE TOP CLASS WEDNESDAY UPDATE IS THINKING ABOUT THE IMPORTANT THINGS IN LIFE

Alright? It’s Steve here subbing in for Mark this week with a different kind of update. Firstly, isn’t it just lovely to see our friends south of the border start to get out and about a wee bit, with social media in particular positively awash with all things haircut-ey and beer garden-ey? Whisper it… maybe… […]

WE NEED MORE CATS – AWESOME PR DIRECTOR REQUIRED

WE’RE ON THE LOOKOUT FOR A PR HOT SHOT, JUST LIKE YOU.   Lost your soul in corporate or agency life? Don’t suffer alone! Come and be soulless at the lang cat instead! We all float down here in Leith. You’ll float too!   This is a job advertisement from the lang cat. Don’t know […]

Learning the language of risk

I recently spent a couple of days with one of our PR clients, Paul Resnik from FinaMetrica. For those who don’t know FinaMetrica, they specialise in helping financial advisers and their clients understand investment risk tolerance through tools and educational material. One of the things we discussed was the language of risk and the fact […]

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.