Drowning in the D2C value pool

Another week, another D2C platform’s details start to emerge. No names, no pack drill in deference to the journalist who’s writing it up, but by our count that’s the 33rd contender vying for the self-directed market. We’ll see another couple by the end of the year. Irrespective of the relative merits in terms of proposition, […]

Disclosure despair: breaking the cycle

Today (13 May 2014) The FCA published the outcome of a thematic review into how fund charges are presented to customers. I encourage you to read it here. It’s only 13 pages long, including the covers and all that, and is clearly and concisely written. They had to, really! In common with the issue of […]

Disclosure despair: breaking the cycle

Today (13 May 2014) The FCA published the outcome of a thematic review into how fund charges are presented to customers. I encourage you to read it here. It’s only 13 pages long, including the covers and all that, and is clearly and concisely written. They had to, really! In common with the issue of […]

Trolling in the deep

So a funny thing happened to me today. Not funny ha ha, a funny peculiar sort of thing. You might find it funny ha ha, I don’t know. That’s the nature of perception, it’s individual. Anyway, Chris Gilchrist was writing a bit of an agent provocateur article about adviser charging in Money Marketing and used […]

Go where the risk is

So I just had a good chat with the entirely excellent Jun at Citywire about the FSA’s concerns on single platform usage, conflicts of interest, nasty letters and all that kind of thing. Also today, I read about FundsNetwork reanimating their £50/£100 bung for IFAs putting ISA cases onto their platform. And I’ve been hearing […]

Don’t take us for idiots

In an earlier post, I had a bit of a go in an open letter at direct-to-customer platform giant Hargreaves Lansdown over their charging structure. Lots of people seemed to agree, and I’m pleased to say that…it’s made not the slightest bit of difference. That’s the power of social media. Or something. At the moment, […]

Don’t take us for idiots

In an earlier post, I had a bit of a go in an open letter at direct-to-customer platform giant Hargreaves Lansdown over their charging structure. Lots of people seemed to agree, and I’m pleased to say that…it’s made not the slightest bit of difference. That’s the power of social media. Or something. At the moment, […]

The irresistible decline of provider extranets?

Just a short post, inspired by a piece I saw recently from a platform user. His thing was that other than trading, he used very little of the reporting or client management functionality that his chosen platform bundled in (he happened to use CoFunds but it could’ve been anyone). Instead of relying on the platform […]

The irresistible decline of provider extranets?

Just a short post, inspired by a piece I saw recently from a platform user. His thing was that other than trading, he used very little of the reporting or client management functionality that his chosen platform bundled in (he happened to use CoFunds but it could’ve been anyone). Instead of relying on the platform […]

He Who Must Not Be Named (For Copyright Reasons) & The Curse Of The IMA Sectors

As the sprawling and increasingly desperate Franchise That Would Not Die limps towards its close, I find myself pondering the power of naming. As any fule or fan of the spotty wizard kno, naming something gives you power over it, or calls it into being. This is roughly the same post-structuralist Weltanschauung that led Ferdinand […]

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.