The wait is over: Announcing the AdviceTech Catwalk final five
Find out the diverse range of start-ups set to grace the Catwalk stage…
Find out the diverse range of start-ups set to grace the Catwalk stage…
Mike examines the FCA’s latest review of the MPS market, where Consumer Duty, governance and due diligence are firmly under the spotlight.
Elevating summer reading lists, the march of AI and the Pensions Commission report on a future framework for pensions.
AI and tech in advice is moving at pace. Five firms share their approach, and how attending Catwalk fits in with their decision-making.
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.
