ENJOY THE FAT OF THE LAND WITH THE TOP CLASS WEDNESDAY UPDATE

It’s touring season, mi compadres, and that means this week’s Update is coming to you from the welcoming, anonymous bosom of yet another hotel; the sort of place where ‘ach, it’s good enough’ is the company mission statement, as is ‘if they want a curry in their room it’ll be twenty five notes and they […]

"It’ll cost you five hundred grand to see me" – Ascentric goes all in

Extra lang cat points if you can identify the source of the quote in the title. OK, so just a quick blogette on Ascentric’s price change which hit the press today. Before I get going, I should disclose that we work with Ascentric on some PR stuff, so I’m conflicted and all that. If you […]

"It’ll cost you five hundred grand to see me" – Ascentric goes all in

Extra lang cat points if you can identify the source of the quote in the title. OK, so just a quick blogette on Ascentric’s price change which hit the press today. Before I get going, I should disclose that we work with Ascentric on some PR stuff, so I’m conflicted and all that. If you […]

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 […]

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 […]

Bow before the power of arithmetic: ATS ups charges

So we haven’t had any large price changes for a while, hence no pricing blogs. A debt of thanks, then, to Alliance Trust Savings (ATS) who upped its fixed fee charges last week along with unveiling its results (find Citywire coverage of those here) and rolling out its new GBST-powered system to users. Now, before […]

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.