/Platforms

Come and have a go: are you being served?

Catch up on the lang cat's fourth, yes, fourth - annual guide to direct platform investing is artfully constructed.

THE LANG CAT’S 2017 GUIDE TO DIRECT PLATFORM INVESTING

We all know what we like and what we don’t when it comes to being served. Whether it’s shops, restaurants, department store tea rooms or direct investment platforms we know what we want. And just because we don’t have an adviser doing it for us doesn’t mean we will accept an elasticated-waist, one-size-fits-all world.

But do we really know what we want? And even if we do, do we know how to get it?

These are the questions around which the lang cat’s fourth, yes, fourth – annual guide to direct platform investing is artfully constructed.

We tackle those tricky questions and more (ever wondered how squirrels invest? We’ve got your back) behind the wobbly facade of the Lang Cat Bros department store, where you might spot a few familiar faces.

Today’s bargains include:

  • How to work out what part of the growing direct investment market might be the one for you.
  • A new segmentation of the online investment market, to help us all make sense of what robo-advice means, or doesn’t.
  • What the platforms in each segment actually do, how they do it and what they charge for the privilege.
  • Who’s doing what, with whom and to what effect across the direct platform market.
  • A selection of the frankly ridiculous volume of current regulatory updates (including the final report of the FCA’s Asset Management Market Study).
  • Our awards, still mercifully free of Black-Tie-Lacklustre-Comedian-And-Mass-Catering events.
  • And cat pictures. Really, really disturbing ones.

I’D LIKE TO BE SERVED PLEASE

We’re all too happy to help, Sir/Madam. It’s free to download which means no adverts, pop-ups or someone standing at the till asking if you’d be interested in any of today’s specially priced offers. We have no adverts, no sponsors and no ulterior motives.

We hope you enjoy the Guide. We think it’s our best one yet.

/ Additional reports

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.

The meaning of value

The meaning of value

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