The Top Class Wednesday Update shouldn’t be this hard
Rich tackles cash on platforms, and its journey from operational necessity to strategic decision.
Rich tackles cash on platforms, and its journey from operational necessity to strategic decision.
AI and tech in advice is moving at pace. Five firms share their approach, and how attending Catwalk fits in with their decision-making.
The arrival of Savvy the Squirrel, AI and the FCA and advisers’ rising earnings.
The latest edition of State of the Platform Nation is out – and there’s some worrying red flags for advice firms and 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.
