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…
Mark gives a final call for HomeGame4 in this week’s #Update, as well as taking a look at the recent retirement market datadump from the FCA.
Jenny thinks about Consumer Duty. Not that one. With a quick look back at the band history, the gigs they have played and ones coming up…
HomeGame 4 will soon be upon us. Expect the focus to be on new talent, the shape of advice and Scotland, obviously.
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…
Ben will be on a panel at on 17th October in Canary Wharf, hosted by a bespoke tech firm, Blue Tea Software and Joseph Evans. It’s a hybrid event, so why not take a look at the agenda and register if you can make it: https://lnkd.in/ebZJbR5j.
We’ll be bringing the #langcatlive tour to Patina in Edinburgh on Thursday October 3. More information is on our event page.
Thank you to all of those who made it to our beautiful venue at Patina in Edinburgh and to those who joined us online! There will be more content available
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.
