In amongst the permacrisis, a ray of light at the lang cat Port Authority yesterday. Most of the team – which incredibly numbers 21 now – found their way to
So here we are, it’s nearly the end of February already and 2022 is shaping up to be really quite the year round the lang cat Port Authority. Hope it
Hello, it’s me back again and thanks to Steve for holding the fort last week while I was riddled with the pox. My confinement is finished, my tests show but
Our due diligence reg tech tool Platform Analyser has been going for a while now (16 months to be precise), and that means we’re compiling lots of lovely data that
Any thoughts of a quiet end to the year in platform land [1] were firmly kicked into touch at midday today with Nucleus publishing a statement regarding a possible offer,
During the 2010s, several commentators were fond of sayings things like ‘within five years, there will only be four or five adviser platforms’. Their fantasy was that the behemoths would
This announcement from AJ Bell caught my eye yesterday. You really should click on the link to find out more (and come back to this blog once you are done)
Over the last year, the TCWU has become as much a public service as a fascinating, erudite, entertaining and above all indispensable companion to your hoisin duck wrap or whatever
So here we are, siblings. Crunch time. In 48 hours we will know what our immediate futures hold. Will it be shame, and regret for what we’ve just done and
So, it’s my second to last working day before paternity leave starts and I’m ticking off items on the to-do list faster than an [insert witty metaphor here that I’m
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.
