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
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
Today is a significant day for asset management in the UK. The Asset Management Market Study has taken a big step towards its conclusion with the publication of the first
Today is a significant day for asset management in the UK. The Asset Management Market Study has taken a big step towards its conclusion with the publication of the first
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
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.
