Editor's pick

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Webinar: building and running a compliant CIP

Mike Barrett is a guest on a Rathbones’ technical webinar for advisers on 5 March at 11am. More details here.

State of the Platform Nation 2023/24

The authority on platform performance, segmentation, analysis, pricing and strategy. Each edition contains a review of the previous business year, a pricing analysis piece and individual reviews of each of the 25+ peer group. Publishing mid-April.

Platform Market Scorecard (PMS) Q4

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter. Particularly covers platforms and DFM Model Portfolio Services. Q4 will be released towards the end of March.

WBS breakfast roundtable

Ben Hammond is hosting a session at Winterflood Business Services’ breakfast roundtable on 27 Feb in London.

SOTAN participant and subscriber webinar

Steve Nelson and Rich Mayor canter through charts, graphs and findings for participants and subscribers only, this Thursday.

Steve Nelson x Paraplanner’s Assembly

Steve is discussing the paraplanners’ cut of SOTAN on an online Assembly on Feb 28 at 1pm.

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State of the advice nation

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.

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Never miss out on a lang cat opinion

Impact of poor service

/ White papers

The Impact of Poor Service

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.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

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.

/ White papers

Answering the Call

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.