IS IT ME OR IS IT GETTING HOT IN HERE? SCALABLE CAPITAL & INVESTEC’S BIG DAY

Well, after a period in which all the talk was of funding moving away from robo-advice to ‘insurtech’ and ‘regtech’ and other things ending in ‘tech’ that neither you nor I understand, BlackRock and Scalable Capital have come from nowhere and given us all plenty to talk about. (Before I crack in, a bit of […]

SUB-DATAGASM! NEW TECH MARKET SHARE FIGURES RELEASED!

Hello, you. Right, further to our lovely infographic from the other week, we need to update the tech provider projected market share figures. While we’re at it, we took the time to really make some additional changes and widen the set to give a fuller view of the market. We’re still not breaking it down […]

SUB-DATAGASM! NEW TECH MARKET SHARE FIGURES RELEASED!

Hello, you. Right, further to our lovely infographic from the other week, we need to update the tech provider projected market share figures. While we’re at it, we took the time to really make some additional changes and widen the set to give a fuller view of the market. We’re still not breaking it down […]

BEHIND THE DATAGASM

Well, that was unexpected. Our infographic on the retail advised platform market seems to have caught the imagination of lots of you; it’s coming up fast on 10,000 views on LinkedIn (which is a lot for little old us) and is one of the most downloaded things ever from the lang cat website. Mind you, […]

BEHIND THE DATAGASM

Well, that was unexpected. Our infographic on the retail advised platform market seems to have caught the imagination of lots of you; it’s coming up fast on 10,000 views on LinkedIn (which is a lot for little old us) and is one of the most downloaded things ever from the lang cat website. Mind you, […]

PLATFORMS THROUGH THE LOOKING GLASS

If it was a human, the platform sector would be studying for its A levels (or Highers, if it lived in Scotland). It would have started drinking about two years ago, wouldn’t be able to get a Glastonbury ticket for love nor money and would be seriously confused at the concept of a telephone that’s […]

PLATFORMS THROUGH THE LOOKING GLASS

If it was a human, the platform sector would be studying for its A levels (or Highers, if it lived in Scotland). It would have started drinking about two years ago, wouldn’t be able to get a Glastonbury ticket for love nor money and would be seriously confused at the concept of a telephone that’s […]

Thank God that’s over – the lang cat roundup of 2016

If you’re reading this, well done. You have only – assuming you’re in the UK – to survive 8 more hours and you’ve got through a year that’s been remarkable for all the wrong reasons. If you’re one of our Australasian readers, stop being smug. We know you’re across the line already. I do one […]

Thank God that’s over – the lang cat roundup of 2016

If you’re reading this, well done. You have only – assuming you’re in the UK – to survive 8 more hours and you’ve got through a year that’s been remarkable for all the wrong reasons. If you’re one of our Australasian readers, stop being smug. We know you’re across the line already. I do one […]

No escaping basic arithmetic – all about the ATS price changes

As 2016 breathes its last, we are plagued, sorry, blessed by a mini-flurry (Worst. Flurry. Ever.) of pricing changes from platforms. Last week we had Elevate / SL; this week it’s our Dundonian friends, Alliance Trust Savings. ATS is increasing its fixed fees on both direct and advised business, but offsetting that in part with […]

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.