Financial Planning LIVE: The handover
Meet the next set of intrepid planners taking on the challenge of Financial Planning LIVE in London next month.
Meet the next set of intrepid planners taking on the challenge of Financial Planning LIVE in London next month.
This week, a thought experiment from Steve, and the visibility (or lack of it) of careers in financial planning.
Kicking off the first news round-up of the year with AJ Bell’s new advert plus the tiny incremental improvements in platform service.
The risks, but mostly the benefits, of attracting new talent to the profession – as told by one director and one new joiner.
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.
