/Technology

A Disconnected World: The Adviser’s Reality

In this report, developed in conjunction with Origo, we ask whether we are as connected as we think we are.

For now, it’s important to say that although our research was commissioned by Origo and we worked closely with the fine people there, there was no funny business. Origo let us run the research as we wanted to, humoured us when we were grumpy, and overall did all they could to ensure what you are reading now is a valid and meaningful piece of work. We stand by every bit of it.

/ Additional reports

The meaning of value 2024

Our second wave of research with Royal London looking at how consumers and advisers define value.

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.