The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings
The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings
Another day, another FCA paper, this time the snappily titled Investment Platforms Market Study Terms of Reference (MS17/1.1 to its mates). We’d heard talk of a deluge of regulation arriving
Another day, another FCA paper, this time the snappily titled Investment Platforms Market Study Terms of Reference (MS17/1.1 to its mates). We’d heard talk of a deluge of regulation arriving
When the first release is so good there is always a danger it will be difficult to maintain momentum and replicate the raw excitement second time around. The FCA’s Interim
When the first release is so good there is always a danger it will be difficult to maintain momentum and replicate the raw excitement second time around. The FCA’s Interim
It’s been ages since I’ve written a pricing blog. It’s also been a decent chunk of time since we’ve seen a new entrant to the advised platform market. A glorious
It’s been ages since I’ve written a pricing blog. It’s also been a decent chunk of time since we’ve seen a new entrant to the advised platform market. A glorious
Well, after a period in which all the talk was of funding moving away from robo-advice to ‘insurtech’ and ‘regtech’ and other things ending in ‘tech’ that neither you nor
Well, after a period in which all the talk was of funding moving away from robo-advice to ‘insurtech’ and ‘regtech’ and other things ending in ‘tech’ that neither you nor
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.
