MIFID reality check

So, happy new year and all that. First full week back. Yay. Whilst everyone was off eating/drinking/bravely battling #manflu (delete as appropriate) the investment industry got on with the small matter of the implementing MIFID II. For a lot of folk this was a huge project, described to us yesterday by someone who had lived […]

MIFID reality check

So, happy new year and all that. First full week back. Yay. Whilst everyone was off eating/drinking/bravely battling #manflu (delete as appropriate) the investment industry got on with the small matter of the implementing MIFID II. For a lot of folk this was a huge project, described to us yesterday by someone who had lived […]

the lang cat’s roundup of 2017

The year is ebbing away as I write this; Hogmanay is upon us and the fortified wine is running low. But before I go to sleep and prepare myself for tonight’s festivities, it’s time for our round-up of 2017. This is the sister blog to the lang cat’s albums of 2017, which I commend to […]

the lang cat’s albums of 2017

So this is the seventh set of choices that I’ve fired out into the listless void, being as how we’re seven years old now. Sometimes I get pelters for it. Most of the time no-one notices. Does a list of great music make a squall of feedback in the forest when no-one is there to […]

the lang cat’s albums of 2017

So this is the seventh set of choices that I’ve fired out into the listless void, being as how we’re seven years old now. Sometimes I get pelters for it. Most of the time no-one notices. Does a list of great music make a squall of feedback in the forest when no-one is there to […]

the lang cat’s roundup of 2017

The year is ebbing away as I write this; Hogmanay is upon us and the fortified wine is running low. But before I go to sleep and prepare myself for tonight’s festivities, it’s time for our round-up of 2017. This is the sister blog to the lang cat’s albums of 2017, which I commend to […]

ALL ABOARD THE HEATMAPS. EMBARK COMES TO MARKET.

Righto, two things. (1) Iâ’ve given myself half an hour to race through this and (2) I’m very sorry about the pun. Terry’s idea. With both of these in mind, let’s move swiftly on. Embark finally announced its long-awaited charging structure the other day and you know the drill by now, we’ve got your back […]

ALL ABOARD THE HEATMAPS. EMBARK COMES TO MARKET.

Righto, two things. (1) Iâ’ve given myself half an hour to race through this and (2) I’m very sorry about the pun. Terry’s idea. With both of these in mind, let’s move swiftly on. Embark finally announced its long-awaited charging structure the other day and you know the drill by now, we’ve got your back […]

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.