TCWU is ready for the next episode
September 3, 2025
Rich Mayor looks through the headlines of what we’re seeing in the advised platform market in Q2, now the final numbers are in.
Rich Mayor looks through the headlines of what we’re seeing in the advised platform market in Q2, now the final numbers are in.
Steve conducts some renegade research ahead of official data on what those at the start of their adult lives think about planning and financial education.
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.
