Well, the covers are off and we now have full year 2018 data for the advised platform market. It’s been quite a year – if it was a box set
Let’s go old school for a minute. It’s been simply yonks since I’ve done a pricing blog; back in the day it felt like I did two a week. I
Indeed it does not, my trusty fieres, indeed it does not. And for those of you wondering what the hell he’s going on about in only the second Top Class
As the style diary columns have it, ‘to the Ritz’ on Tuesday to hear about Hargreaves Lansdown’s new Wealth 50 discounted fund range. A typically restrained affair in a typically
We think that 2018 was the biggest year in platforms since RDR. It’s in that spirit, then, that we offer you FIXED THAT FOR YOU: STATE OF THE PLATFORM NATION
It’s nice to be listened to isn’t it? It’s even better when what you’re saying is being both listened to and shock horror… acted upon. Well, here’s a revelation for
Weighing in at 91 pages and backed by a study of more than 3,000 platform users, the consumer research element of the FCA’s Investment Platforms Market Study (IPMS[1]) is a
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.