Joining in 2024 as an account manager, Ian is on at least his fourth professional evolution, but likely reaching his final form. Previously an investment analyst with Baillie Gifford for a few years, he also holds a PhD in English Literature, and in the more dim distant past was a Maître d’ and sommelier. Finance, words, and people – hence the lang cat made perfect sense. He’s from a long line of Leithers, too, so loves being based in the warm centre of the universe.
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.
