ELEVATE DEFLATES ITS PRICING

Let’s go old school for a minute. It’s been simply yonks since I’ve done a pricing blog; back in the day it felt like I did two a week. I imagine it felt worse than that to anyone reading them. Anyway, after a long time of very little change in platform pricing, things are on […]

"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 […]

Orchestrated Maneouvres in the Wealth

Yeah, sorry about that. So it’s been a while since I wrote here, which is daft, but no-one said I was smart. Anyway, I wanted to rekindle the blog a bit, so you’ll have to put up with it, unless you stop reading here, when you won’t. So that’s all good. Skandia Old Mutual Wealth […]

Orchestrated Maneouvres in the Wealth

Yeah, sorry about that. So it’s been a while since I wrote here, which is daft, but no-one said I was smart. Anyway, I wanted to rekindle the blog a bit, so you’ll have to put up with it, unless you stop reading here, when you won’t. So that’s all good. Skandia Old Mutual Wealth […]

TR13/5, with advertising

Last week, the FCA published TR13/5, positioning it as an early report card on how advisers are doing with their implementation of RDR. Accompanied by some challenging research from NMG on how consumers are responding so far to Adviser Charging and Scope of Service disclosure, TR13/5 particularly piqued our  curiosity at lang cat HQ. Why? […]

Prix de l’ARC – Aegon hit the wrap market

So after writing up Cofunds‘ new charging structure a couple of months ago, I think I’d better do the same for the newest kids on the platform block, Aegon. Before I do, I think we should take a moment to congratulate Aegon on a) getting to market and b)being really open, upfront and transparent about […]

Prix de l’ARC – Aegon hit the wrap market

So after writing up Cofunds‘ new charging structure a couple of months ago, I think I’d better do the same for the newest kids on the platform block, Aegon. Before I do, I think we should take a moment to congratulate Aegon on a) getting to market and b)being really open, upfront and transparent about […]

High Fidelity

Well, this is a turn-up for the books. Fidelity FundsNetwork (the SPECTRE of fund supermarkets to Skandia’s SMERSH) has announced that it’s going to start publishing the rebates it receives from fund managers. Money Marketing has the skinny here. A couple of things jump to mind: Well done. Yes, Fiddy would have had to do […]

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.