The Advice Gap 2024

The study blends research from 2,000 consumers and over 200 advice professionals on the lang cat’s advice panel. 

The meaning of value

The meaning of value

We’ve worked together with Royal London to understand what customers actually value.

The impact of poor platform service

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.

State of the Adviser Nation Wave Five

State of the Adviser Nation is our flagship adviser research study. Wave Five is a must-read to what’s going on in the financial planning profession

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.