THE TOP CLASS WEDNESDAY UPDATE IS ON THE EDGE

Hello again, welcome to your autumn but go easy on the heating. I have a couple of announcements this week, but the main one is that the Update is now denominated in dollars and so will cost you just a little more each month, but that’s a small price to pay for growth, amirite? Almost […]

E-I-E-I-Oh, not that kind of FAMR then

We’ve already taken a light touch (ahem) look at the FAMR report overall but, in among all the consultations and not consultations and the stuff that is actually going to happen but will take time and the fact that aspects might get upended by MiFID II at some point over the next 18 months, lies […]

FAMR: we call bullshit

FAMR could have been huge. It could have been beautiful. It could have been the equivalent of three lines of really good crank washed down with a triple espresso for the good end of the advice profession. It could have done so much. But it didn’t. Instead, what we got was 80-something pages of prevarication, […]

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.