THE TOP CLASS WEDNESDAY UPDATE SAYS IT’S A DEAL, IT’S A STEAL

You know that bit in Lock, Stock And Two Smoking Barrels where Dog’s crew are ripping off Snow White and the Three Little Chemists, and they’re defending themselves with an air rifle and as the second guy in the crew gets shot with the air rifle, Dog says “I don’t believe it. Can everyone stop […]

THE TOP CLASS WEDNESDAY UPDATE SAYS IT’S A DEAL, IT’S A STEAL

You know that bit in Lock, Stock And Two Smoking Barrels where Dog’s crew are ripping off Snow White and the Three Little Chemists, and they’re defending themselves with an air rifle and as the second guy in the crew gets shot with the air rifle, Dog says “I don’t believe it. Can everyone stop […]

SCORES ON THE DOORS – HOW THE ADVISED PLATFORM MARKET FARED IN 2018

Well, the covers are off and we now have full year 2018 data for the advised platform market. It’s been quite a year – if it was a box set we reckon it would be series 2 of The Wire. It’s been that gripping. You’ll no doubt read lots of stuff about individual company results […]

Slurp! Aegon eats Cofunds for BREAKFAST

(Journos reading this, any part of it is attributable if you want it.) So before we get into this, I need to tell you that the lang cat has been doing a wee smidge of work here and there on matters pertaining to the acquisition (posh) so if that bothers you, stop reading now. If […]

Slurp! Aegon eats Cofunds for BREAKFAST

(Journos reading this, any part of it is attributable if you want it.) So before we get into this, I need to tell you that the lang cat has been doing a wee smidge of work here and there on matters pertaining to the acquisition (posh) so if that bothers you, stop reading now. If […]

The meek geek week shall inherit the earth. With advertising.

So that’s been quite a week in Platformland then. Most importantly, some bunch of Scots jokers published something and did a load of twitter awards nonsense. If you want to read about it go here and you should be able to sort of follow it. It was fun, and thanks to those of you who […]

What Tom Waits has to say about legacy business

First off, it’s been a shockingly long time since I wrote this blog. Poor form, been busy, blah blah. How’ve you been? Yes, yes I know. Yes, it is worrying. No, I don’t think putting a Greek island in your SIPP is a good idea. Shall we? Some years ago, when tripartite DFM agreements were […]

What Tom Waits has to say about legacy business

First off, it’s been a shockingly long time since I wrote this blog. Poor form, been busy, blah blah. How’ve you been? Yes, yes I know. Yes, it is worrying. No, I don’t think putting a Greek island in your SIPP is a good idea. Shall we? Some years ago, when tripartite DFM agreements were […]

Prix de l’ARC – Aegon hit the wrap market

So after writing up Cofunds‘ new charging structure a couple of months ago, I think I’d better do the same for the newest kids on the platform block, Aegon. Before I do, I think we should take a moment to congratulate Aegon on a) getting to market and b)being really open, upfront and transparent about […]

Prix de l’ARC – Aegon hit the wrap market

So after writing up Cofunds‘ new charging structure a couple of months ago, I think I’d better do the same for the newest kids on the platform block, Aegon. Before I do, I think we should take a moment to congratulate Aegon on a) getting to market and b)being really open, upfront and transparent about […]

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.