The Top Class Wednesday Update never runs out of gas

So, so many gas jokes you could make this week – do you go down the industry being full of hot air route, the Mark-Locke-with-a-hangover-after-the-Platform-Awards route, the wasn’t-me-it-was-the-dog route, or simply repeat Marina Hyde’s gag of this morning that if you want a really solid investment you should pop out and buy a Calor Gas […]

THE TOP CLASS WEDNESDAY UPDATE SAYS WE CAN REBUILD IT

I’m back, after two weeks of – well, nothing, really. The first week I wasn’t even on holiday but Mike kindly stepped in to give me a break from Updates. Last week I was on holiday but it was rubbish, and now it’s thirteen degrees and chucking it down in Edinburgh and this time last […]

Life is harder now (in investment outsourcing, anyway)

Earlier this week the lang cat and CWC Research launched Never Mind the Quality, Feel the Width, a new, in-depth study of the outsourced centralised investment proposition (CIP) marketplace. The report is made up of qualitative adviser and industry interviews by CWC Research, alongside quantitative analysis by the lang cat of a range of discretionary […]

Life is harder now (in investment outsourcing, anyway)

Earlier this week the lang cat and CWC Research launched Never Mind the Quality, Feel the Width, a new, in-depth study of the outsourced centralised investment proposition (CIP) marketplace. The report is made up of qualitative adviser and industry interviews by CWC Research, alongside quantitative analysis by the lang cat of a range of discretionary […]

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.