Join us at the second ever lang cat Catwalk to see interesting tech that could be changing your business for the better.
The growth agenda marches on with a new agreement on where pension funds should invest. But ominous policy clouds remain on the horizon.
Rich Mayor takes a deep dive into how advised platforms fared in Q1, and why net sales have been so hard to come by.
Jenette talks about sharing her love of reading with school children as a reading partner and her award-winning World Books Day costume for her son.
Our Advice Gap report is an established benchmark for assessing attitudes towards and take-up of financial advice and planning in the UK. The 7th wave will be available at the end of June.
Following the success of our AdviceTech Catwalk in June this year, we’re taking to the Catwalk once more, this time slightly earlier in June, in London. More details are here.
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.
