March 2014
Whether platforms prefund (invest funds that haven’t cleared yet) can be a bigger deal that it sounds. Out of market time is reduced and with it, the risk of clients missing out on growth. In the paper, we take a look at situations where prefunding can come into play and the difference it can make to investors. That done, we run through who of the main advised platforms do and don’t offer prefunding across these situations.
The study blends research from 2,000 consumers and over 200 advice professionals on the lang cat’s advice panel.
Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter.
The authority on platform performance, segmentation, analysis, pricing and strategy.
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.
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.
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.
