State of the advice nation

State of the Advice Nation is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data. Wave 6 is now available.

Q3 market scorecard

PMS 3

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter. Particularly covers platforms and DFM Model Portfolio Services.

House Rules

The equity release industry has faced an uphill battle to shed the negative perceptions which have followed it around for the last several decades. While not unreasonable, those perceptions are largely outdated and this paper looks at it through fresh eyes.

CIPs: An overheating engine?

Our research for Copia Capital looks at how Centralised Investment Propositions (CIPs) became a victim of their own success and what advisers can do about it

Fixed that for you: state of the platform nation

We’ve thought about it. And we think that 2018 was the biggest year in platforms since RDR. Replatforming, corporate activity (four IPOs and an acquisition) and regulation formed an unholy trinity that saw some of our biggest names fall from grace and many providers running to stand still. In among that somewhere was a large […]

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.