Afternoon everyone and a happy Wednesday to those who celebrate. Where I am the temperature has plummeted faster than in a meeting of the Commuters Association when Mick Lynch walks
Well now, it seems like forever since I’ve had my hands dirty with the Update, ably assisted as I am by Rich, Old Tom (as opposed to Young Tom) and
Hi gang, Rich Mayor here to talk about the third quarter a bit. We’re tantalisingly close to being able to talk about everything about platforms’ numbers last quarter, but we’re
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.