A lot of what the Consumer Duty is about is ensuring that clients are empowered to make better financial decisions. There’s a fundamental tenet here – it’s not enough that
Hi everyone, Mark here. Rich will be Updating you – albeit in a truncated form – in a moment, but first I think we need to take a moment to
Steve here, subbing in for Mark. It’s been a while. How’s it going? I’ve had a book kicking about the bedroom for months now, How to be wrong by that
Happy Wednesday everybody, if indeed it is a happy Wednesday. I’m struck today by the cover of City AM, which isn’t usually required reading in the fine port of Leith,
Oh in the name of the wee man, here we go again. Last time – 2014 if you please – some wag dubbed the Scottish independence referendum ‘the neverendum’ (actually
I keep telling you June is the month that keeps on giving. And what it’s given me now is a crocked Achilles tendon and gracious, doesn’t that just smart. Obviously,
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.
