Couldn’t resist this…I know it’s not about wrap but boy have I been in some strategy sessions where it felt very, very like this…
Having a career plan isn’t the be-all and end-all. Sometimes you can end up where you’re meant to be even when you’re not sure what’s next.
After a brief respite, AI is back in the news. Plus some early doors Budget speculation with 10 weeks to go…
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.
