The last few months have been an exciting time for Leith’s leading * platform and investment consultancy. We’ve never been busier, and increasingly we are convinced that most of our
The last few months have been an exciting time for Leith’s leading * platform and investment consultancy. We’ve never been busier, and increasingly we are convinced that most of our
So, exactly a year after the terms of reference were published, the FCA has lifted the lid on the asset management industry’s Pandora’s box in what could well (and hopefully
So, exactly a year after the terms of reference were published, the FCA has lifted the lid on the asset management industry’s Pandora’s box in what could well (and hopefully
HEALTH WARNING: We’ve had some fun guessing at Nutmeg’s figures in this blog. Our guesses are just that, and we don’t make any claim for their accuracy. We’d love to
HEALTH WARNING: We’ve had some fun guessing at Nutmeg’s figures in this blog. Our guesses are just that, and we don’t make any claim for their accuracy. We’d love to
So you go off on holiday, all happy because your new guide to direct platforms and robo-advice has launched. You come back, and some rotten sod has gone and launched
So you go off on holiday, all happy because your new guide to direct platforms and robo-advice has launched. You come back, and some rotten sod has gone and launched
The sun has finally made an appearance at lang cat HQ this week (with some thunder and lightning thrown in for dramatic effect) which means not just one, but TWO
I recently spent a couple of days with one of our PR clients, Paul Resnik from FinaMetrica. For those who don’t know FinaMetrica, they specialise in helping financial advisers and
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.
