BEHIND THE DATAGASM

Well, that was unexpected. Our infographic on the retail advised platform market seems to have caught the imagination of lots of you; it’s coming up fast on 10,000 views on LinkedIn (which is a lot for little old us) and is one of the most downloaded things ever from the lang cat website. Mind you, […]

BEHIND THE DATAGASM

Well, that was unexpected. Our infographic on the retail advised platform market seems to have caught the imagination of lots of you; it’s coming up fast on 10,000 views on LinkedIn (which is a lot for little old us) and is one of the most downloaded things ever from the lang cat website. Mind you, […]

SLAB: Standard Life and Aberdeen get it on

I don’t know how your weekend was, but I suspect it was more fun than the lawyers, bean counters and PR people at Aberdeen and Standard Life had. Out of the blue, the news was broken by @MarkKleinmanSky around lunchtime Saturday, and from there things have moved rapidly to the point of the merger recommendation […]

SLAB: Standard Life and Aberdeen get it on

I don’t know how your weekend was, but I suspect it was more fun than the lawyers, bean counters and PR people at Aberdeen and Standard Life had. Out of the blue, the news was broken by @MarkKleinmanSky around lunchtime Saturday, and from there things have moved rapidly to the point of the merger recommendation […]

"It’ll cost you five hundred grand to see me" – Ascentric goes all in

Extra lang cat points if you can identify the source of the quote in the title. OK, so just a quick blogette on Ascentric’s price change which hit the press today. Before I get going, I should disclose that we work with Ascentric on some PR stuff, so I’m conflicted and all that. If you […]

"It’ll cost you five hundred grand to see me" – Ascentric goes all in

Extra lang cat points if you can identify the source of the quote in the title. OK, so just a quick blogette on Ascentric’s price change which hit the press today. Before I get going, I should disclose that we work with Ascentric on some PR stuff, so I’m conflicted and all that. If you […]

PLATFORMS THROUGH THE LOOKING GLASS

If it was a human, the platform sector would be studying for its A levels (or Highers, if it lived in Scotland). It would have started drinking about two years ago, wouldn’t be able to get a Glastonbury ticket for love nor money and would be seriously confused at the concept of a telephone that’s […]

PLATFORMS THROUGH THE LOOKING GLASS

If it was a human, the platform sector would be studying for its A levels (or Highers, if it lived in Scotland). It would have started drinking about two years ago, wouldn’t be able to get a Glastonbury ticket for love nor money and would be seriously confused at the concept of a telephone that’s […]

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.