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 SAYS WAN OOT ALL OOT

A shorter than usual Update this week, siblings, as many of you will have been plagued by us already with communications about the beta launch of MPS Analyser to sit alongside Platform Analyser. And we certainly don’t want to test the limits of your endurance, not least as many of you are about to head […]

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.