SOTAN Needs You

Share your thoughts and experiences of the direction of the advice profession – but you haven’t got long to make your views count.

The Top Class Wednesday Update can’t stop launching

Steve takes the helm for this week’s #Update as he celebrates not only last night’s Scotland draw with Portugal but also the official launch of State of the Advice Nation (wave 7), our big omnibus study on the advice profession.

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 […]

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.