SEVEN YEARS, NO ITCH

Hello, first post from me for a while. It’s self-indulgent, but it’s short. I only have 45 minutes to write this, and it’s important (to me, anyway) that I publish it before the fire dies and the clock ticks over to tomorrow morning. It’s seven years ago to the day that I left corporate life […]

WHAT NO LISA?

The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings from this quarter’s smorgasbord. In each quarter, we take a detailed look at one area of platform propositions. This quarter, because it’s so topical, we’re […]

WHAT NO LISA?

The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings from this quarter’s smorgasbord. In each quarter, we take a detailed look at one area of platform propositions. This quarter, because it’s so topical, we’re […]

Groundhog Day (but with less rodents and more platforms)

Another day, another FCA paper, this time the snappily titled Investment Platforms Market Study Terms of Reference (MS17/1.1 to its mates). We’d heard talk of a deluge of regulation arriving once the FCA emerged from purdah and, since 21 June when the DB transfer consultation was published, we’ve now been treated to almost 500 pages […]

Groundhog Day (but with less rodents and more platforms)

Another day, another FCA paper, this time the snappily titled Investment Platforms Market Study Terms of Reference (MS17/1.1 to its mates). We’d heard talk of a deluge of regulation arriving once the FCA emerged from purdah and, since 21 June when the DB transfer consultation was published, we’ve now been treated to almost 500 pages […]

The FCA’s difficult second album

When the first release is so good there is always a danger it will be difficult to maintain momentum and replicate the raw excitement second time around. The FCA’s Interim Asset Management Market Report, released last year, on a cold November Friday morning (with far less fanfare than today’s publication) was an incredible read – […]

The FCA’s difficult second album

When the first release is so good there is always a danger it will be difficult to maintain momentum and replicate the raw excitement second time around. The FCA’s Interim Asset Management Market Report, released last year, on a cold November Friday morning (with far less fanfare than today’s publication) was an incredible read – […]

A WORD TO THE (HUB)WISE

It’s been ages since I’ve written a pricing blog. It’s also been a decent chunk of time since we’ve seen a new entrant to the advised platform market. A glorious piece of serendipity then to see that Hubwise has (re)launched[1] its advised proposition and given me reason to get the Casio out. Those who monitor […]

A WORD TO THE (HUB)WISE

It’s been ages since I’ve written a pricing blog. It’s also been a decent chunk of time since we’ve seen a new entrant to the advised platform market. A glorious piece of serendipity then to see that Hubwise has (re)launched[1] its advised proposition and given me reason to get the Casio out. Those who monitor […]

IS IT ME OR IS IT GETTING HOT IN HERE? SCALABLE CAPITAL & INVESTEC’S BIG DAY

Well, after a period in which all the talk was of funding moving away from robo-advice to ‘insurtech’ and ‘regtech’ and other things ending in ‘tech’ that neither you nor I understand, BlackRock and Scalable Capital have come from nowhere and given us all plenty to talk about. (Before I crack in, a bit of […]

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.