The Top Class Wednesday Update ponders the colour and shape
Rich looks at how the upcoming pensions and IHT changes are already reshaping platform flows.
Rich looks at how the upcoming pensions and IHT changes are already reshaping platform flows.
Biblical rain, Woody Guthrie and Dolly Parton. Plus advisers on agentic AI and fraudsters trying to enter advice via acquisitions.
We hear from Etcho co-founder Charlie French on the power of tech to deliver personalised, sustainable investing at scale.
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’.
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.
