Afternoon: A new operating system for advice
Catwalk winner and Afternoon CEO Crawford Taylor on the problem he and his team are trying to solve, and the current status quo of tech ‘millefeuille’.
Catwalk winner and Afternoon CEO Crawford Taylor on the problem he and his team are trying to solve, and the current status quo of tech ‘millefeuille’.
Mark considers how consistent and reliable is the advice being provided by AI, and how one might go about assessing this…
Rethinking regulation via Music Tech, Clifton Wealth acquisitions and timeframes for in-specie transfers.
Various initiatives have tried and failed to help explain to people what they’re buying. With multiple competing interests, it’s no wonder.
Now in Wave 7, this is the UK’s best insight into the advice profession, including business and sentiment data and a role-specific look at advice.
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.
