Last year when I wrote this, Mike Barrett got in touch to say ‘not in my name’ and it was generally agreed that I don’t speak for the whole lang
As 2016 breathes its last, we are plagued, sorry, blessed by a mini-flurry (Worst. Flurry. Ever.) of pricing changes from platforms. Last week we had Elevate / SL; this week
As 2016 breathes its last, we are plagued, sorry, blessed by a mini-flurry (Worst. Flurry. Ever.) of pricing changes from platforms. Last week we had Elevate / SL; this week
I’ve always liked folk who buck trends. Counter culture is my favourite kind of culture. So you’d think I’d be supportive of Standard Life’s decision to buck the downward trend
I’ve always liked folk who buck trends. Counter culture is my favourite kind of culture. So you’d think I’d be supportive of Standard Life’s decision to buck the downward trend
The last few months have been an exciting time for Leith’s leading * platform and investment consultancy. We’ve never been busier, and increasingly we are convinced that most of our
The last few months have been an exciting time for Leith’s leading * platform and investment consultancy. We’ve never been busier, and increasingly we are convinced that most of our
So, exactly a year after the terms of reference were published, the FCA has lifted the lid on the asset management industry’s Pandora’s box in what could well (and hopefully
So, exactly a year after the terms of reference were published, the FCA has lifted the lid on the asset management industry’s Pandora’s box in what could well (and hopefully
So, 9th November proved to be another standout day in what is turning out to be a stunning year in 2016. A man with no previous experience and a history
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.