The Top Class Wednesday Update is nesting
Mark on a part of the platform market that’s creating integrated, slick propositions – and bringing in the numbers.
Mark on a part of the platform market that’s creating integrated, slick propositions – and bringing in the numbers.
This week’s highlights include a heady mix of combine harvesters, scrutiny of MPS in-house funds and news from intelliflo’s conference.
Nat talks about points of difference in advice and planning firms, and why innovation goes beyond tech adoption alone.
Find out the diverse range of start-ups set to grace the Catwalk stage…
Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter. In particular, it covers platforms
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.
