If there is one thing I’ve learnt during 20 years in financial services, it’s that August is traditionally a quiet month. Everyone goes on holiday and then frantically crams in
Paul Lewis has hit a raw nerve with many in the financial services industry. His piece about the transparency of charging here (and let’s remember he’s not having a pop
Today is the second anniversary of me joining the lang cat so it feels as good a time as any to salute the relentless regularity of the Gregorian calendar and
Sorry if I’ve mislead you with the blog title, but this blog is about me and nothing to do with Annie Lennox’s 1992 smash (no. 5) hit. Everyone knows you
Confucius say, “Success depends upon previous preparation, and without such preparation there is sure to be failure.” Having ignored these wise words; Natalie Bennett, leader of the Greens, has no
Bollocks to self-effacing stuff today. Every so often, bits of validation of what you’re doing happen, and this is one of those days. Last summer, we were putting our annual
Bollocks to self-effacing stuff today. Every so often, bits of validation of what you’re doing happen, and this is one of those days. Last summer, we were putting our annual
The brain is a weird thing; it sometimes gets you to care about things you shouldn’t. We launch our new website today, hope you like it and all that, and
The brain is a weird thing; it sometimes gets you to care about things you shouldn’t. We launch our new website today, hope you like it and all that, and
The other day I came across a quotation by Steve Jobs which rang a chord with me. He said: Simple can be harder than complex: You have to work hard
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.
