The opportunity advice has been waiting for
Three things are happening this year that could help propel the profile of advice and planning. But only if firms seize the opportunity.
Three things are happening this year that could help propel the profile of advice and planning. But only if firms seize the opportunity.
In this week’s TCWU Mark explores why advice complexity persists – and why it may be a feature, not a flaw.
AI doomsday reports, gender and advice and carers’ retirement shortfalls among the highlights.
Numbers-wise, the advice profession is in rude health. But look more closely and there are signs it is dangerously close to capacity.
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.
