No business this week. Here’s to you all – OK, not so much you, but definitely you – for making 2022 such a memorable and quick year, full of
I’m very far from organised for Christmas this year, but I’ve just written the last Update, the wine bottle hasn’t given out yet, and although I could be wrapping some
Nearly there, everyone, nearly there. It’s dark and it’s cold and there’s as much as three inches of snow in parts of England so obviously it’s snowmageddon. I was reminded
Well here we are, right at the point where the old year gives a feeble cough, exhales and lets its eyes roll back as the violins swell. Hogmanay afternoon is
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.