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
It’s our birthday! Happy birthday to us, etc. The lang cat is 11 today; that’s roughly the expected lifespan of one emu and you can’t knock that. I just read
During the 2010s, several commentators were fond of sayings things like ‘within five years, there will only be four or five adviser platforms’. Their fantasy was that the behemoths would
Over the last year, the TCWU has become as much a public service as a fascinating, erudite, entertaining and above all indispensable companion to your hoisin duck wrap or whatever
Bit late posting this one this year, but I’ve done one of these posts every year since we started, and it would be a crime not to do one for
So here we are, siblings. Crunch time. In 48 hours we will know what our immediate futures hold. Will it be shame, and regret for what we’ve just done and
So I was at the Schroders Platform of the Year Awards last night, in which this sector of the industry proves each year that there really is no such thing
A shorter Update from me this week, mainly because instead of writing it last night like I normally do, I was up late ending myself with laughter at coverage of
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.
