The Top Class Wednesday Updater can remember exactly where he was
Today’s Updater Mike Barrett reminds us of the now infamous Woodford Equity Income fund crash … and the lessons it holds for the future.
Today’s Updater Mike Barrett reminds us of the now infamous Woodford Equity Income fund crash … and the lessons it holds for the future.
Considering a career in financial advice, or know someone that would be a great fit for the profession? Start here with Future Financial Adviser.
Our inaugural newsletter of the stories from the trades and elsewhere that piqued our interest through the week.
Our market analyst Liz Evans shares some possibly surprising facts about her musical tastes…
Now in wave 6, State of the Advice Nation (SOTAN) is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data.
What do we mean by that? Well, there’s no point finding out what people do and what they pick without trying to find out why.
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.
