What’s the difference between deals that get done and those that get left on the table? We speak to FNZ’s Din Mustaffa to find out.
Mark is back and is diving into the FCA’s analysis of the advice market.
HomeGame 4 will soon be upon us. Expect the focus to be on new talent, the shape of advice and Scotland, obviously.
We’ve only gone and won PR Agency of the Year at the Headlinemoney Awards – a trophy that’s been 11 years in the making.
Join Martin Jennings from Parmenion, Marina Herbert (Operations Director of Herbert & Webster) and our very own Mark Polson on Monday 16 September at 10.30am as they discuss the impact of poor service with a focus on transfer times. Save your spot.
We’ll be bringing the #langcatlive tour to Patina in Edinburgh on Thursday October 3. More information is on our event page.
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.
