"It’ll cost you five hundred grand to see me" – Ascentric goes all in

Extra lang cat points if you can identify the source of the quote in the title. OK, so just a quick blogette on Ascentric’s price change which hit the press today. Before I get going, I should disclose that we work with Ascentric on some PR stuff, so I’m conflicted and all that. If you […]

"It’ll cost you five hundred grand to see me" – Ascentric goes all in

Extra lang cat points if you can identify the source of the quote in the title. OK, so just a quick blogette on Ascentric’s price change which hit the press today. Before I get going, I should disclose that we work with Ascentric on some PR stuff, so I’m conflicted and all that. If you […]

YOU CALL THAT A PLATFORM RE-PRICE? AJ BELL YOUINVEST FLASHES ITS NEW CHARGES

It was only a few days ago that I turned to one of my colleagues (I can’t remember who it was. It doesn’t matter, it’s not that great an anecdote and there’s at least a 50% chance I’m making it up anyway.) and complained that there’s not been a re-price in the direct-to-consumer market for […]

YOU CALL THAT A PLATFORM RE-PRICE? AJ BELL YOUINVEST FLASHES ITS NEW CHARGES

It was only a few days ago that I turned to one of my colleagues (I can’t remember who it was. It doesn’t matter, it’s not that great an anecdote and there’s at least a 50% chance I’m making it up anyway.) and complained that there’s not been a re-price in the direct-to-consumer market for […]

And so it begins – Standard Life scarfs AXA Elevate

(I made edits to this at 7.30pm on 4/5/16 to update on the Architas deal, pricing reviews and the purchase price). Well, I was never going to be able to let this go by. I was on a plane as I wrote most of this; the news of Standard Life buying AXA Portfolio Services, which […]

Bow before the power of arithmetic: ATS ups charges

So we haven’t had any large price changes for a while, hence no pricing blogs. A debt of thanks, then, to Alliance Trust Savings (ATS) who upped its fixed fee charges last week along with unveiling its results (find Citywire coverage of those here) and rolling out its new GBST-powered system to users. Now, before […]

On-brand heatmapping: Aviva goes D2C

On Friday past, the gaffer shared his thoughts on the difficulties facing new entrants to the already stacked D2C market. In it, he alluded to details of a new entrant emerging any day now. Well, today Aviva has launched its platform for consumers, cryptically named the Aviva Consumer Platform. The platform is powered by FNZ […]

Indebted to technology

One of the housekeeping points I chatted through recently with @theactualpolson was the matter of company expenses. As much as I left my old job on good terms I had to relinquish my beloved old company credit card, so I needed to apply for a new one to cater for the massive Lang Cat expense […]

Orchestrated Maneouvres in the Wealth

Yeah, sorry about that. So it’s been a while since I wrote here, which is daft, but no-one said I was smart. Anyway, I wanted to rekindle the blog a bit, so you’ll have to put up with it, unless you stop reading here, when you won’t. So that’s all good. Skandia Old Mutual Wealth […]

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.