How planners are meeting the tech stack challenge
Advice professionals say practice management systems are the weakest point in their advice tech, more so than their chosen platforms.
The evolution of platforms: For better or worse?
When it comes to change and innovation, platforms would argue they are changing all the time – constantly building improvements in functionality and service.
The big platform debate: Where does innovation come from?
The setpiece debate at our recent HomeGame 3 event in Edinburgh looked at where change and innovation comes from in the platform market.
The Top Class Wednesday Update has got deja vu
Last Friday it was the turn of Platform CEOs to have their weekend ruined, with the now traditional Friday afternoon publication of a Dear CEO letter.
The Top Class Wednesday Update is sat in the dressing room at half time
Rich Mayor steps in to provide news and insights on platform growth. The striking line in the graph is … um … the line for outflows.
“Perception is reality”: The provider view on service
In the final part of our mini-series on service and what it really means, we hear from abrdn chief commercial and strategy officer Jonny Black.
The Top Class Wednesday Update is interested in interest
With interest rates at their highest since 2008, Mark looks at what it all means for advisers, their clients and the platforms that serve them.
The Top Class Wednesday Update will look after you
Hello hello, me again after a week’s break from Updating at a keyboard in favour of Updating anyone who cared to drop by at HomeGame 2 last week. Thanks to everyone who came along – just under 170 in the room and nearly 300 online – and I hope you had a nice time. I […]
The Top Class Wednesday Update is burying its head in sweet, sweet data
Hi folks, it’s yours truly, Rich Mayor at the TCWU helm this week, which means it’s time to have a little look at how last quarter went and, hopefully, a brief distraction from just HOW DAMN HOT it is. We’re tantalisingly close to being able to share what’s happened on an individual basis at platforms […]
Hello Fundment!
During the 2010s, several commentators were fond of sayings things like ‘within five years, there will only be four or five adviser platforms’. Their fantasy was that the behemoths would hoover up the smaller, generally start-up-based, platforms, thus preserving the traditional establishment’s grip on the UK retail investment market and enjoying a vertical integration-based nirvana. […]
