Finally, a positive news story on advice – with the numbers to back it up on the value of advice.
Now booking for our next #langcatlive gig – Divide and Conquer. We are an industry and profession divided – but can we find a way through?
There’s a head of steam building up around the role of the FCA, with a government apparently keen on a more streamlined, focused regulator.
In this week’s #Update Mark reflects on the pitfalls of being a sleb’s PR person and, more importantly, our new report with the lovely folk at Parmenion on platform service.
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. Add the date to your diaries and look out for more details very soon…
We’ll be bringing the #langcatlive tour back to Kings Place on 6 Feb. More information is on our event page. Details forthcoming very soon…
And so that’s it, we’re nearly ready to put the cork in 2024. This is your last Update of the year, and what have we learned? Hopefully as little as
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.
