THE TOP CLASS WEDNESDAY UPDATE HAS A LONG KNIFE YOU CAN BORROW

Most weeks I write the Update on a Tuesday night; the last few have been early Wednesday mornings. This is a Tuesday night one and as I write the entire British political system is convulsing in a highly satisfying manner. This has made it hard to concentrate on financial stuff, but I’ll do what I […]

THE TOP CLASS WEDNESDAY UPDATE IS READY FOR YOU NOW

So here we are, siblings. Happy New Year to all; there didn’t seem much point in doing an Update last week as most of you were still off and there’s only so much you can read about the lack of Hogmanay parties before you end up even more depressed than you were before. (Insert Deity […]

THE TOP CLASS WEDNESDAY UPDATE CAPTURES ALL AVAILABLE RETURNS

September comes around again, and to mark the turning of the calendar page there is condensation on the windows this morning. But there’s sunshine too, and a sense of getting back down to it after the interruptions of the summer, not least with the arrival of our newest member of the cat basket yesterday, who […]

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.