So a funny thing happened last weekend. I say funny, it wasn’t really, but you know what I mean. I was having a drink with a friend who’s a healthcare
Dear HL Unlike many others in my sector, I’m a big fan of yours. I’m such a big fan that I’m a client – there, I’ve said it. And yes,
Busy week this week. Now the FSA have only gone and published their latest Consultation Paper (CP) on the treatment of legacy assets as far as commission and adviser charging
Busy week this week. Now the FSA have only gone and published their latest Consultation Paper (CP) on the treatment of legacy assets as far as commission and adviser charging
So this is something that came up in the sessions I did last week at the PFS conference (and a very good conference it was). How many platforms should an
So this is something that came up in the sessions I did last week at the PFS conference (and a very good conference it was). How many platforms should an
So after writing up Cofunds‘ new charging structure a couple of months ago, I think I’d better do the same for the newest kids on the platform block, Aegon. Before
So after writing up Cofunds‘ new charging structure a couple of months ago, I think I’d better do the same for the newest kids on the platform block, Aegon. Before
Well, it’s been a busy few days in platformland. First of all there was a very interesting debate between Hugo Thorman of Ascentric/IFDL and David Ferguson of Nucleus on the
Well, it’s been a busy few days in platformland. First of all there was a very interesting debate between Hugo Thorman of Ascentric/IFDL and David Ferguson of Nucleus on the
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.
