Cash accounts on platforms interest (ha!) me. Whilst no one really should be using a platform to be fully invested in cash in the long term it’s clearly an important
So you go off on holiday, all happy because your new guide to direct platforms and robo-advice has launched. You come back, and some rotten sod has gone and launched
So you go off on holiday, all happy because your new guide to direct platforms and robo-advice has launched. You come back, and some rotten sod has gone and launched
The sun has finally made an appearance at lang cat HQ this week (with some thunder and lightning thrown in for dramatic effect) which means not just one, but TWO
July 2006 is not a month to stir the memories. England had just been knocked out of the world cup on pens, the best-selling album was the High School Musical
I recently spent a couple of days with one of our PR clients, Paul Resnik from FinaMetrica. For those who don’t know FinaMetrica, they specialise in helping financial advisers and
Lots of interesting stuff over the weekend, so for those of you with a life who didn’t spend the weekend reviewing the personal finance press, here’s a quick round up.
If the definition of insanity is doing the same thing over and over again and expecting a different result, then financial services has gone well and truly mad. Having joined
I’m pretty sure Chuck D and Flavor Flav had other things on their mind beyond platform due diligence when they penned their 1988 classic, but hey, it’s a great record,
(I made edits to this at 7.30pm on 4/5/16 to update on the Architas deal, pricing reviews and the purchase price). Well, I was never going to be able to
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.
