The Top Class Wednesday Update gives teenage platform analysis
Mark shares some highlights from our latest State of the Platform Nation report, 13 (!) years on from the first ever platform pricing guide.
Mark shares some highlights from our latest State of the Platform Nation report, 13 (!) years on from the first ever platform pricing guide.
What our latest State of the Platform Nation report tells us about the shifting sands of the platform market, and the products and services set to make a comeback.
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.