the lang cat x Wealthtime x Copia Capital

Natalie, Alison and Rich have upcoming expert appearances on a series of Better Business 2025 webinars from Wealthtime and Copia Capital in May and June. More information and sign up details here.

The Advice Gap 2025

Our Advice Gap report is an established benchmark for assessing attitudes towards and take-up of financial advice and planning in the UK. The 7th wave will be available at the end of June.

Catwalk 2 – 5 June 2025

Following the success of our AdviceTech Catwalk in June this year, we’re taking to the Catwalk once more, this time slightly earlier in June, in London. More details are here.

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.