THE TOP CLASS WEDNESDAY UPDATE DOES A SPOT OF UNBOXING

Friends, when they write the history of this time and this planet, there will be but two words seared into whatever the equivalent of The Hitchhiker’s Guide is then. Those words won’t be ‘Mostly Harmless’. They’ll be this: Unboxing. Videos. And that will tell the aliens all they need to know. This remarkable phenomenon, where […]

THE TOP CLASS WEDNESDAY UPDATE DON’T LIKE CRICKET, OH NO, IT LOVES IT

Week two of the boss man’s holiday is normally when he finally switches off, and radio silence is maintained. I last saw/heard from him 5 days ago via Strava, heading off for a walk in 32-degree temperatures. I’ll give it a couple more weeks before I send for a search party. Anyway, on to the […]

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 […]

THE STATE OF OUR WEDNESDAY UPDATE IS TOP CLASS

Yes indeed, with the terrifying gaze of a scornful Nancy Pelosi, the lang cat’s Top Class Wednesday Update is here once again to stare at the back of the financial industry’s carefully coiffed head and launch highly specific investigations, right at your inbox. Three things on my mind that I think are worthy of your […]

Turning up for dessert – AJ Bell joins the unbundled dinner party

OK, so we have a new toy to play with. The toy is AJ Bell’s new Sippcentre pricing structure, and (colours to the mast), it’s a good’un. AJ Bell is the last of the big guys to the transparency table, so their structure will generate considerable interest. It does need a little unpacking though, so […]

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.