Well now, the IA has just put out its stats for tax year end (TYE) 2015/16 and it’s not nice reading. The full release is here but this table which
It will probably come as no surprise to you to hear that Leith’s leading platform and investment consultancy * are doing a fair bit of work at the moment in
Back once again (with the ill behaviour?) In a move that will shock no one it has been reported that Santander & RBS head the lists of banks returning to
The exciting ever changing world of platforms. The current state of the UK platform market is as exciting as it’s been for a long while, and in our view there
If there is one thing I’ve learnt during 20 years in financial services, it’s that August is traditionally a quiet month. Everyone goes on holiday and then frantically crams in
Big news today that BlackRock, which looks after more money than you can POSSIBLY IMAGINE, has bought the robo-adviser (and I might be sitting in New York but I’m still
As Bill Hicks once said, oops, did I leave a cigarette lit or something? As I write! Dow down 6.5%, over 1,000 points. FTSE 100 down 3.5% China down a
Last week the lang cat launched PLATFORM PRICING PROPHECIES: PAST PRESENT AND PHUTURE. If you haven’t downloaded it yet, consider yourself on the naughty step? but don’t worry? you still
One of the housekeeping points I chatted through recently with @theactualpolson was the matter of company expenses. As much as I left my old job on good terms I had
Earlier this week the lang cat and CWC Research launched Never Mind the Quality, Feel the Width, a new, in-depth study of the outsourced centralised investment proposition (CIP) marketplace. The
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.
