Most weeks I write the Update on a Tuesday night; the last few have been early Wednesday mornings. This is a Tuesday night one and as I write the entire
With Boss man Mark Polson away, it’s down to me to write this week’s update. Finally, someone sensible, you’re probably thinking. Someone we can get on board with. Don’t set
A busy Update this week; looks like the holiday hangover period is well and truly done for. It may not be the only thing that’s done for this week, but
Sigh. After many months of being careful, I started to do stuff again last week. Edinburgh is generally pretty risk averse and most folk wear masks in shops and so
Hello hello, so that’s October half term hols over with and if you were/are having those then I hope they were/are nice and you were/are less of a grumpy sod
I took no pleasure in that Bond joke. There are some things you just have to grit your teeth and get on with. And when you work in finance and
Summer holidays are always a good time to bury good news, and as I glanced at my iphone from my hotel pool lounger the other week this piece caught my
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.