THE TOP CLASS WEDNESDAY UPDATE DOES A SPOT OF UNBOXING

Friends, when they write the history of this time and this planet, there will be but two words seared into whatever the equivalent of The Hitchhiker’s Guide is then. Those words won’t be ‘Mostly Harmless’. They’ll be this: Unboxing. Videos. And that will tell the aliens all they need to know. This remarkable phenomenon, where […]

D2C’s big CPA day out: Nutmeg’s results and Vanguard’s plans

HEALTH WARNING: We’ve had some fun guessing at Nutmeg’s figures in this blog. Our guesses are just that, and we don’t make any claim for their accuracy. We’d love to have accurate figures, but until we do please treat any figures in red as (hopefully) interesting, but no more than that. If you’re interested in […]

D2C’s big CPA day out: Nutmeg’s results and Vanguard’s plans

HEALTH WARNING: We’ve had some fun guessing at Nutmeg’s figures in this blog. Our guesses are just that, and we don’t make any claim for their accuracy. We’d love to have accurate figures, but until we do please treat any figures in red as (hopefully) interesting, but no more than that. If you’re interested in […]

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.