Earlier this week the lang cat and CWC Research launched Never Mind the Quality, Feel the Width, a new, in-depth study of the outsourced centralised investment proposition (CIP) marketplace. The
Those ‘OMG’ I’m going to get fired! moments in the life of a PR are actually quite rare. Thankfully. But they are moments that stay with you for ever. My
Those ‘OMG’ I’m going to get fired! moments in the life of a PR are actually quite rare. Thankfully. But they are moments that stay with you for ever. My
Reading the FCA’s Project Innovate feedback statement over a cup of tea this morning triggered some lively debate at lang cat port authority about life, the universe and how financial
Reading the FCA’s Project Innovate feedback statement over a cup of tea this morning triggered some lively debate at lang cat port authority about life, the universe and how financial
In Jane Austen’s Emma, during the rather bad-tempered picnic to Box Hill, mischief-making Frank Churchill addresses the assembled party. He asserts that Miss Emma Woodhouse wishes to be entertained and
In Jane Austen’s Emma, during the rather bad-tempered picnic to Box Hill, mischief-making Frank Churchill addresses the assembled party. He asserts that Miss Emma Woodhouse wishes to be entertained and
It’s been, ooh, I dunno, weeks or something since a platform mucked around with its charging structure. So it’s with a sense of relief that we heard from our friends
It’s been, ooh, I dunno, weeks or something since a platform mucked around with its charging structure. So it’s with a sense of relief that we heard from our friends
I spent most of this morning attempting to read and absorb the FCA’s PS14/9 Review of the client assets regime for investment business: Feedback to CP13/5 and final rules. I
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.