The FCA’s plans to bridge the advice gap
Targeted support will be one of a range of services aimed at getting financial support to more people. How these are communicated will be key.
Targeted support will be one of a range of services aimed at getting financial support to more people. How these are communicated will be key.
Kate Ogilvie takes the reins this week and confesses that the advice gap report is her favourite…
New(ish) cat Sean reflects on his first eight weeks in the basket at HQ…
The Church of AdviceTech is no longer in session. Catch up on the winner and photos from an epic day of tech demos, High Inquisitions and more.
Greetings – Mike here. Today is launch day for our 2025 Advice Gap report, so, fresh from the glittering launch event in London earlier this morning, here are a few
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.
