Well, here we are and maybe this is how it all ends – not with a bang, but with a flurry of 10% drop portfolio warnings. If only we’d all
Here’s an interesting question. For those of you who run an advisory business, if you could start it again, would you choose the same technology underpinnings and kit that you
Back again, just as many of you head off on your half term hols. I spent a chunk of mine in Whitby, which is an excellent place. In just three
So, after last week’s intermission, normal service is resumed for TCWU. Or at least it would be if it wasn’t half term in Scotland. Boss man is on holiday in
No prizes for guessing what’s getting me out of the cat basket, bristling with Updating fervour this week. In fact there are never any prizes for guessing what’s getting me
Well, the quiet start to the year didn’t last long, did it? I’m not even down the Christmas chocolates yet, let alone the Oloroso lake I’ve given the basement over
So here we are, and here it is, and I hope you managed to mark the passing of midwinter in the way that makes most spiritual and cultural sense to
And so it ends, folks, as indeed all things must. 2019 is a year that’s been, not a year to come, and in what is your last Update of the
Friends, when they write the history of this time and this planet, there will be but two words seared into whatever the equivalent of The Hitchhiker’s Guide is then. Those
So it turns out that the kind of industry Update you like best is one which isn’t about the industry at all. After last week’s effort I got more reactions
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.
