THE TOP CLASS WEDNESDAY UPDATE COULD TAKE SUNAK IN A SQUARE GO, EASY

Yeah, OK so he’s got our entire economic future held in his Coke-addicted (as opposed to coke-addicted, let’s make that clear) hands, but has he got 500 words on MiFID II negative target market definition and disconnects in MI between manufacturers and distributors of retail investment products? NO HE DOES NOT. So that’s a win […]

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 […]

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.