Well here we are on the last day of 2013 and I 8217 m writing about platform pricing Plus ca change and all that Our subject today 8211 and I
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 8217 ve been taking a little time this morning to read the results of the RBS customer charter The headlines are that it 8217 s a curate 8217 s
I 8217 ve been taking a little time this morning to read the results of the RBS customer charter The headlines are that it 8217 s a curate 8217 s
If you listen very closely you can hear the faint gnashing of teeth in various large office buildings round the country It 8217 s said sometimes that providers are now
Recently I 8217 ve been reading and working on some client facing materials on and offline for a couple of companies big and small Here 8217 s a little cri
Recently I 8217 ve been reading and working on some client facing materials on and offline for a couple of companies big and small Here 8217 s a little cri
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.