Thank God that’s over – the lang cat roundup of 2016

If you’re reading this, well done. You have only – assuming you’re in the UK – to survive 8 more hours and you’ve got through a year that’s been remarkable for all the wrong reasons. If you’re one of our Australasian readers, stop being smug. We know you’re across the line already. I do one […]

No escaping basic arithmetic – all about the ATS price changes

As 2016 breathes its last, we are plagued, sorry, blessed by a mini-flurry (Worst. Flurry. Ever.) of pricing changes from platforms. Last week we had Elevate / SL; this week it’s our Dundonian friends, Alliance Trust Savings. ATS is increasing its fixed fees on both direct and advised business, but offsetting that in part with […]

No escaping basic arithmetic – all about the ATS price changes

As 2016 breathes its last, we are plagued, sorry, blessed by a mini-flurry (Worst. Flurry. Ever.) of pricing changes from platforms. Last week we had Elevate / SL; this week it’s our Dundonian friends, Alliance Trust Savings. ATS is increasing its fixed fees on both direct and advised business, but offsetting that in part with […]

Guess who’s back, back again

The last few months have been an exciting time for Leith’s leading * platform and investment consultancy. We’ve never been busier, and increasingly we are convinced that most of our core markets are about to be disrupted. The recent FCA Asset Management Study is without doubt my favourite read of the year, a real page […]

Guess who’s back, back again

The last few months have been an exciting time for Leith’s leading * platform and investment consultancy. We’ve never been busier, and increasingly we are convinced that most of our core markets are about to be disrupted. The recent FCA Asset Management Study is without doubt my favourite read of the year, a real page […]

Where are the customers’ yachts?

So, exactly a year after the terms of reference were published, the FCA has lifted the lid on the asset management industry’s Pandora’s box in what could well (and hopefully will) prove to be a landmark market study. If ever you had any doubts of the depth & range of issues, 689 pages of documents, […]

Where are the customers’ yachts?

So, exactly a year after the terms of reference were published, the FCA has lifted the lid on the asset management industry’s Pandora’s box in what could well (and hopefully will) prove to be a landmark market study. If ever you had any doubts of the depth & range of issues, 689 pages of documents, […]

Orange is the new black

So, 9th November proved to be another standout day in what is turning out to be a stunning year in 2016. A man with no previous experience and a history of <snip : lang cat lawyers> was elected to become POTUS. The world collectively drew breath and waited to see what happens next. Within financial […]

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.