Can you remember what you were doing on 17 July 2017? If you work in platform land[1] chances are you were thumbing through the FCA’s Investment Platforms Market Study Terms
The best thing about articles like this is that it frees the writer from the shackles of attempting to write a coherent, well-thought through narrative. Research has shown that 98.4%
Today’s announcement that, in the view of Judge Thomas Scott, HMRC have been incorrectly treating fund rebates as taxable could well be one of the most significant changes to platform
Today’s announcement that, in the view of Judge Thomas Scott, HMRC have been incorrectly treating fund rebates as taxable could well be one of the most significant changes to platform
Terry Huddart summarises the lang cat’s findings from the new edition of its advised Platform Market Scorecard A massive period of disruption is underway in the UK advised platform sector,
Terry Huddart summarises the lang cat’s findings from the new edition of its advised Platform Market Scorecard A massive period of disruption is underway in the UK advised platform sector,
Well, now. This has been a tricky one. Standard Life Aberdeen’s disposal of its life business to Phoenix, king of the zombie insurers, took me by surprise and to be
Well, now. This has been a tricky one. Standard Life Aberdeen’s disposal of its life business to Phoenix, king of the zombie insurers, took me by surprise and to be
So, happy new year and all that. First full week back. Yay. Whilst everyone was off eating/drinking/bravely battling #manflu (delete as appropriate) the investment industry got on with the small
So, happy new year and all that. First full week back. Yay. Whilst everyone was off eating/drinking/bravely battling #manflu (delete as appropriate) the investment industry got on with the small
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.
