The Top Class Wednesday Update won’t learn anything from this

And so that’s it, we’re nearly ready to put the cork in 2024. This is your last Update of the year, and what have we learned? Hopefully as little as possible; self-awareness is a curse, and as Calvin and Hobbes said when picking themselves up out the briar patch before hurling themselves down the hill […]

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

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.