As a business which analyses platform pricing, amongst other things, we do have a rich and varied life, we spend a fair bit of time pressuring platforms who have not
Those who know me will be surprised by the following statement: I feel a bit sorry for Standard Life today. OK, as you were. This blog isn’t really about SL.
So that’s been quite a week in Platformland then. Most importantly, some bunch of Scots jokers published something and did a load of twitter awards nonsense. If you want to
Last week, the FCA published TR13/5, positioning it as an early report card on how advisers are doing with their implementation of RDR. Accompanied by some challenging research from NMG
There have been few things I’ve enjoyed more since joining the lang cat than buffing up our patented Recursive Pricing Engine (with integrated Turing Guessing Module). But it’s been a
Hello, hello, hot, isn’t it? Well, it is today; where today is the day I’m writing this, which is not necessarily the day you’re reading it. Such is the nature
So yesterday Architas, the multi-manager arm of AXA did something a bit unusual. It decided to offer investors on Elevate or Cofunds’ institutional platform access to a new share class
At the tail end of last week Mark challenged me to write a brief blog summing up what I’ve found out in my first week at the lang cat. Let’s
OK, no funny stuff this time, straight to it. PS13/1 is the logical extension of the RDR, and the paper which, in the main, kills off the model that built
So things move on apace in the clean share class / rebate war, and the industry continues to eat its young with gay abandon. The latest development to shine in
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.
