/Platforms

Come and have a go: rise of the machines

We're unleashing our third annual lang cat guide to direct platform investing.

June 2016

THE LANG CAT’S 2016 GUIDE TO DIRECT PLATFORM INVESTING

We know there are a few other things going on right now, but we’re British (at the time of writing anyway) so we’ll just crack on. And that means unleashing our third annual lang cat guide to direct platform investing.

The third album can be tricky, but we’ve got it sorted with a careful balance of:

  • robo-humour!
  • cat pictures!
  • the occasional snippet of market analysis!
  • and platforms! We definitely mention them somewhere.

WE PROMISE NOT TO BANG ON ABOUT #BREXIT

And we will stick to this promise (unlike either side of the campaign), if for no other reason that we had pretty much tucked the Guide up in bed before the result hit.

This year we are all about robo-advice. It’s been sneaking up for a while and is now dominating a lot of industry attention (if not actual business). We cover what you need to know about robo, how the newcomers fit into the existing direct investment market and what that might mean for you as an investor. We’ll also take a look at how platforms charge and what they charge for.

And if that isn’t enough, we celebrate those platforms who deserve a gold star and call out those in need of a hard stare in the third annual lang cat direct platform awards.

OH, GO ON THEN!

Twisted your arm? It’s free to download which means no sponsors, no ads and no pop-ups that won’t pop off.

/ Additional reports

Q4 Platform market scorecard

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter.

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.