So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the gang told us about their plans for unbundling and changing
So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the gang told us about their plans for unbundling and changing
Last week I wrote nice things about Fidelity and their transparent disclosure of fund manager rebates. This week I find myself back wrestling opacity again, and it reminds me how
Now that was a paper and a half. PS11/9 will, I think, in time be seen as a watermark in terms of what FSA have to say about those who
Now that was a paper and a half. PS11/9 will, I think, in time be seen as a watermark in terms of what FSA have to say about those who
Just a short post, inspired by a piece I saw recently from a platform user. His thing was that other than trading, he used very little of the reporting or
As the sprawling and increasingly desperate Franchise That Would Not Die limps towards its close, I find myself pondering the power of naming. As any fule or fan of the
As the sprawling and increasingly desperate Franchise That Would Not Die limps towards its close, I find myself pondering the power of naming. As any fule or fan of the
Oh for the love of the big man, people, you were meant to have got this all fixed by now. But returning after a stint looking after the lang kitten,
Oh for the love of the big man, people, you were meant to have got this all fixed by now. But returning after a stint looking after the lang kitten,
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.
