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
Ah, siblings, it isn’t long until the summer solstice, when all right-thinking financial planners free themselves from the shackles of capacity for loss, centralised investment propositions, RMAR returns, PI excesses
Weighing in at 91 pages and backed by a study of more than 3,000 platform users, the consumer research element of the FCA’s Investment Platforms Market Study (IPMS[1]) is a
Today is a significant day for asset management in the UK. The Asset Management Market Study has taken a big step towards its conclusion with the publication of the first
Today is a significant day for asset management in the UK. The Asset Management Market Study has taken a big step towards its conclusion with the publication of the first
Today’s announcement that, in the view of Judge Thomas Scott, HMRC have been incorrectly treating fund rebates as taxable could well be one of the most significant changes to platform
Today’s announcement that, in the view of Judge Thomas Scott, HMRC have been incorrectly treating fund rebates as taxable could well be one of the most significant changes to platform
Well, now. This has been a tricky one. Standard Life Aberdeen’s disposal of its life business to Phoenix, king of the zombie insurers, took me by surprise and to be
Well, now. This has been a tricky one. Standard Life Aberdeen’s disposal of its life business to Phoenix, king of the zombie insurers, took me by surprise and to be
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.
