Afternoon, just a short post. I’m delighted and intimidated in equal measures to say that today we welcome a new addition to the ranks at the lang cat. Please say
The first challenge of the FCA’s TR16/1 Assessing Suitability: Research and due diligence of products and services was trying to work out what had happened to the rest of it.
It will probably come as no surprise to you to hear that Leith’s leading platform and investment consultancy * are doing a fair bit of work at the moment in
Back once again (with the ill behaviour?) In a move that will shock no one it has been reported that Santander & RBS head the lists of banks returning to
OK, not so much the company’s, but mine. Who says it’s a democracy? Next year we’ll maybe do a more inclusive roundup, but here’s what cheered me up this year:
So it’s the afternoon of 31 December, the lang kittens have been beaten over the head repeatedly until they agree to a nap so they can stay up to see
The platform market is maturing and a natural by-product of this is increasing merger and acquisition speculation. This, along with ever improving due diligence practice, has brought the issue of
So a big week for me and for the lang cat, although there’s no time to stop and reflect. Yes, this is one of those self-indulgent milestone blogs. Feel free
The exciting ever changing world of platforms. The current state of the UK platform market is as exciting as it’s been for a long while, and in our view there
Big news today that BlackRock, which looks after more money than you can POSSIBLY IMAGINE, has bought the robo-adviser (and I might be sitting in New York but I’m still
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.
