“It’s really hard to know the truth”: The paraplanner view on service
Continuing our mini-series on what service really means, next up we hear from Siân Davies Cole from Plan Works.
How to get to better platform service: the lang cat view
We’ve decided to make service a key focus here at the lang cat. In the first of a three-part mini-series Steve talks us through some recent research findings.
Tackling the advice gap: One solution at a time
Understanding the advice gap comes down to two important questions: what is stopping most people from seeking advice, and what do we do about it?
The Top Class Wednesday Update will do the show right here
Well, this is unusual. I’m writing this Update sitting in the bar car of the Caledonian Sleeper, about to pull out of Waverley on the way down to London for #langcatlive on Thursday, or tomorrow when you read this. It’s my first sleeper trip for at least three years – they have showers now! – […]
The Top Class Wednesday Update is just an update
Hi folks, it’s new cat, Rich Mayor here serving up food for thinking during my third week with this rabble. Rather rudely, the world didn’t stop turning while I’ve been settling in, but that does mean there’s a fair bit to chew on in the runup to #langcatlive next week. We’re down to our last […]
WHAT NO LISA?
The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings from this quarter’s smorgasbord. In each quarter, we take a detailed look at one area of platform propositions. This quarter, because it’s so topical, we’re […]
WHAT NO LISA?
The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings from this quarter’s smorgasbord. In each quarter, we take a detailed look at one area of platform propositions. This quarter, because it’s so topical, we’re […]
Happyish New Year – ATS hikes its charges
Well, here we are on the last day of 2013 and I’m writing about platform pricing. Plus ca change, and all that. Our subject today – and I’ll be brief – is Alliance Trust Savings (disclosure: ATS is a client of the lang cat), which has hiked its price for both advised and direct customers. […]
So clean they’re dirty – zero AMC funds hove into view
So yesterday Architas, the multi-manager arm of AXA did something a bit unusual. It decided to offer investors on Elevate or Cofunds’ institutional platform access to a new share class on its funds. You can read the story on Fundweb here. Nothing that unusual about launching a new share class except that this one has […]
The difficult second album
A brief, extra-self-indulgent post today. If you want to skip this one, go ahead. I won’t hold it against you. So today is the last trading day of the lang catâ??s 2nd full year. the lang cat has had a pretty amazing year, doing close on twice the amount of business I thought it would. […]
