Tales from the lang cat’s first ever intern
As Sofiia’s time with us draws to a close, she reflects on life as our first intern and what she’s learnt while at lang cat HQ.
As Sofiia’s time with us draws to a close, she reflects on life as our first intern and what she’s learnt while at lang cat HQ.
Overheard tourists in Edinburgh and other eye-catching stories, including falling advice firm numbers and Gen X’s pension problem.
Mark Polson looks at the declining number of advice firms and registered individuals – maybe the young people we have coming to HomeGame 5 will help with that…
Considering a career in financial advice, or know someone that would be a great fit for the profession? Start here with Future Financial Adviser.
How was your summer then? The schools have been back for us lot up north for a couple of weeks now. Granted, I shouldn’t have celebrated this with my best
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.
