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?

THE TOP CLASS WEDNESDAY UPDATE REMEMBERS CAPITAL UNITS

So that’s me back after a dalliance with the UK’s way of dealing with people who aren’t alive any more – initial skirmishes broadly successful but we haven’t even got to the IHT stuff yet. Thanks once again to those of you who sent best wishes and especially to those who stuck a fiver in […]

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.