Report Tag: Budget

Q4 Platform market scorecard

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter. In particular, it covers platforms and DFM model portfolio services. Note: The platform market scorecard is available to platforms and providers only. For advice professionals, we create the Adviser Briefing, published just after the market scorecard. This is only available […]

Q3 Platform market scorecard

The Q3 2025 version of our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives.

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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.

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Edinburgh,   EH6 6EX

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0131 202 5990 
email@thelangcat.com

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