Does your firm need a CTO?

Are chief technology officers set to become the next must-have role in advice? And what’s more important – cool tech or provider basics?

Ah! We had fun on the Catwalk

Almost 200 people squeezed into a very small venue to participate in the inaugural lang cat Catwalk, showcasing some of the latest advicetech

The Top Class Wednesday Update is immune to cancellation

This feels…unusual. If an Update falls in an inbox and Mark hasn’t palmed it off on someone else to do, is it even an Update? We may never know, but in the meantime here I am back again after three weeks off Update duty, and it appears that everything has got even more appalling and […]

The Top Class Wednesday Update had a nice time thanks

So how would we rate the last couple of Updates then? I thought Scott’s was very good. Didn’t read Mike’s. Only kidding. I was indeed at my first industry awards do for – I think – four years last week, having forsworn them long before the pandemic. I remember being a total grouch at one […]

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.