So I came across this article today, called Retiring The Portfolio Screenshot. I opened it thinking it was something about what clients see about their investments on wrap platforms. But
Well, that’s been fun. The last 24 hours or so have seen a flurry of to-ing and fro-ing as a result of a Dear Compliance Officer letter from the FSA
OK, so we have a new toy to play with. The toy is AJ Bell’s new Sippcentre pricing structure, and (colours to the mast), it’s a good’un. AJ Bell is
So today the lang cat launches its very first commercially available market analysis report. Its title is ‘You want how much?’ and the subject, predictably, is platform pricing. We’re pretty
There was SIMPLY NO WAY that I’d be able to let this go by. What a day for Skandia, and what a triumph of news management. With UK inflows on
Selfishly, FSA have just published their Finalised Guidance paper FG12/16 on Centralised Investment Propositions and replacement business. I say selfishly, because I’ve been out all week and am trying to
<<EDIT – Since writing this SL has been in touch – hi, how you doing – to say that I got the charging structure wrong – the charge on the
First off, it’s been a shockingly long time since I wrote this blog. Poor form, been busy, blah blah. How’ve you been? Yes, yes I know. Yes, it is worrying.
First off, it’s been a shockingly long time since I wrote this blog. Poor form, been busy, blah blah. How’ve you been? Yes, yes I know. Yes, it is worrying.
So I had an interesting day yesterday at the Platforum regional roadshow in sunny Polmont (aim for the big oil refinery, you can’t miss it, unless you’re Holly). Lots of
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.
