THE TOP CLASS WEDNESDAY UPDATE PROTECTS YOU FROM ALL KNOWN SCUNNERS

How are we all this week? I suspect the answer is ‘mixed’. A good friend of mine was telling me that Monday of this week was the first time he had really felt scunnered. I said I reckoned that if he had survived three weeks and this was his first scunner he’d done very well […]

COMING SOON: ESG FOR PLATFORMS?

This announcement from AJ Bell caught my eye yesterday. You really should click on the link to find out more (and come back to this blog once you are done) but in case you want to stay with me, let me give you the TL/DR. AJB has launched the “AJ Bell Wage War on COVID […]

THE TOP CLASS WEDNESDAY UPDATE LIKES THE CHEAP EGGS BEST

Week 478 in the Big Brother House, and tempers are starting to fray, as Nasty Nick spends all the housemates’ budget on an artisan-made 1kg chocolate egg, whereas Kinga and the rest of the housemates are keen to load up on Buttons ones. And if you think I didn’t have to look up the names […]

THE TOP CLASS WEDNESDAY UPDATE ONLY EVER LOST 9.9%

Another week in, and it seems forever ago that I was able to be a hermit because I wanted to be rather than being forced. Days of thunder, I tell you. My only wish is that, when all this is over, video conferencing by people hunched over laptops in dimly lit rooms becomes a thing […]

THE TOP CLASS WEDNESDAY UPDATE HAS ALWAYS BEEN SOCIALLY DISTANT

That escalated quickly, didn’t it?  I hope you are all cocooned in your basement / back bedroom / orangery (you know who you are) safely, with stocks of your favourite beverage and plenty of biscuits. It is at times like this that we can all appreciate the great genius that is the custard cream. I […]

THE TOP CLASS WEDNESDAY UPDATE COULD TOTALLY TAKE COVID-19 IN A SQUARE GO

(and if you don’t know what a square go is, here’s the definition). Well, this isn’t much fun, is it? I’m sure I’ll get back to finding out what’s going on and poking things with a sharp stick next week, but for now even normal Update activity is suspended. In terms of what we’re up […]

THE TOP CLASS WEDNESDAY UPDATE’S TOILET PAPER REQUIREMENTS ARE UNCHANGED

See, I told you the 10% drop notes would be going out. I’m like the seer of seers; the prognosticator of prognosticators. And I never drive angry. (10 house points if you get the reference). Anyway, everything is unimaginably unpleasant and even Scotland’s win at the weekend gave only temporary respite. So I think we […]

THE TOP CLASS WEDNESDAY UPDATE DOESN’T EVEN HAVE A SNIFFLE

Well, here we are and maybe this is how it all ends – not with a bang, but with a flurry of 10% drop portfolio warnings. If only we’d all washed our hands more. And to the guy at the conference last week who was sneezing openly all over the row in front, wherein I […]

IF WE COULD START THE TOP CLASS WEDNESDAY UPDATE AGAIN, WE WOULD

Here’s an interesting question. For those of you who run an advisory business, if you could start it again, would you choose the same technology underpinnings and kit that you use at the moment? We’re talking clean slate, no legacy, nothing. For my part, I think I’d have made different decisions on CRM much earlier […]

THE TOP CLASS WEDNESDAY UPDATE SEES BOTH SIDES

Back again, just as many of you head off on your half term hols. I spent a chunk of mine in Whitby, which is an excellent place. In just three days I experienced 75mph winds, fish and chips at the Magpie (twice) and an unplanned visit to a steampunk festival. You can’t get much more […]

Impact of poor service

/ White papers

The Impact of Poor Service

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.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

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.

/ White papers

Answering the Call

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.