Mark ponders the FCA’s data request on vulnerability and the standard it shows advice firms are now held to on data, controls and business MI.
Bit late posting this one this year, but I’ve done one of these posts every year since we started, and it would be a crime not to do one for 2019. So here we go, with the usual caveats that a) I don’t care if you think this is a stupid post because it’s my […]
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.
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.
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.
