The Top Class Wednesday Update will accept being ambushed by cake

I mean, I’m not mad about cake to be honest, I’d rather be ambushed by an artisan-made craft sausage roll such as one may buy at Tebay, the most middle-class of all motorway services. But if you’re going to be ambushed and porky-pastries aren’t an option, it may as well be by cake. It reminds […]

The Top Class Wednesday Update is often inappropriate

A busy Update this week; looks like the holiday hangover period is well and truly done for. It may not be the only thing that’s done for this week, but entertainment is going to have to wait. The big news this week is the FCA’s new Consultation Paper (CP22/2, which must equal CP11, no?). This […]

The Top Class Wednesday Update is merry and bright*

*conditions apply And so this is it, siblings – the last Update of 2021. I think we all know not much work is going to be done next week, not least because the kids (at least up here) are breaking up on Friday and so we are all set for one of the least tolerable […]

It’s the end of an era for HomeGames

Hi everyone, Mark here.   If you tuned in to HomeGames last week with Petronella West of Investment Quorum, you’ll have heard Steve say that we’d do a round-up of HomeGames’ best bits this week. That was the plan, but on balance we’ve decided not to do a session this week – that’s right, you’ve […]

ALL ABOARD THE HEATMAPS. EMBARK COMES TO MARKET.

Righto, two things. (1) Iâ’ve given myself half an hour to race through this and (2) I’m very sorry about the pun. Terry’s idea. With both of these in mind, let’s move swiftly on. Embark finally announced its long-awaited charging structure the other day and you know the drill by now, we’ve got your back […]

ALL ABOARD THE HEATMAPS. EMBARK COMES TO MARKET.

Righto, two things. (1) Iâ’ve given myself half an hour to race through this and (2) I’m very sorry about the pun. Terry’s idea. With both of these in mind, let’s move swiftly on. Embark finally announced its long-awaited charging structure the other day and you know the drill by now, we’ve got your back […]

Guest blog from Rob Bray

Rob Bray is a Wealth Architect, which is probably some kind of a financial planner or something, with Imperious Capital. He’s also a loose cannon and a great writer, all of which makes him someone we’re chuffed to have doing a guest blog on the site. Rob sent me this note after reading The Value […]

Guest blog from Rob Bray

Rob Bray is a Wealth Architect, which is probably some kind of a financial planner or something, with Imperious Capital. He’s also a loose cannon and a great writer, all of which makes him someone we’re chuffed to have doing a guest blog on the site. Rob sent me this note after reading The 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.