The Top Class Wednesday Update is not easily distracted
Mark looks at DWP’s guided retirement consultation, and why the covenant a PE consolidator has with its firms is the true measure of its strength.
Mark looks at DWP’s guided retirement consultation, and why the covenant a PE consolidator has with its firms is the true measure of its strength.
Budget analysis, the scale of AI advice and when a trick or treat turns deadly.
Lee Robertson on taking the road less travelled when selling your practice, and the deal that nobody pitches you.
A radical AI experiment, a rapid playback of the findings and a lot more besides. All the pics and highlights from an epic day at Leith Theatre.
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.
