Well, here we are on the last day of 2013 and I’m writing about platform pricing. Plus ca change, and all that. Our subject today – and I’ll be brief
Last week I wrote nice things about Fidelity and their transparent disclosure of fund manager rebates. This week I find myself back wrestling opacity again, and it reminds me how
I’ve been taking a little time this morning to read the results of the RBS customer charter. The headlines are that it’s a curate’s egg, good in parts. Incidentally, if
I’ve been taking a little time this morning to read the results of the RBS customer charter. The headlines are that it’s a curate’s egg, good in parts. Incidentally, if
If you listen very closely you can hear the faint gnashing of teeth in various large office buildings round the country. It’s said sometimes that providers are now run by
Recently I’ve been reading and working on some client-facing materials (on and offline) for a couple of companies, big and small. Here’s a little cri de coeur from me. Think
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.
