THE TOP CLASS WEDNESDAY UPDATE ISN’T EVEN REMOTELY SURPRISED

They say it’s the hope that kills you, but if you started out without any in the first place then you can just raise a weary eyebrow and carry on. It’s a bit like when Calvin is happier that he got a ‘C’ than an ‘A’ in his maths test, because if he keeps everyone’s […]

THE TOP CLASS WEDNESDAY UPDATE PREFERS PROFITABLE EXOTIC SPICES

And so here we are again, siblings. As soon as one Update is done with, the next one hoves into view, and sometimes I can’t help but believe that these small ways in which we mark the passing of the weeks until the last syllable of recorded time do nothing but light fools such as […]

THE TOP CLASS WEDNESDAY UPDATE NIVIR GANGS AGLEY

Indeed it does not, my trusty fieres, indeed it does not. And for those of you wondering what the hell he’s going on about in only the second Top Class Wednesday Update, we are of course celebrating the birthday of famed Scots filthmonger and purveyor of sentimental doggerel, Robert Burns. So on Friday, enjoy what […]

D2C’s big CPA day out: Nutmeg’s results and Vanguard’s plans

HEALTH WARNING: We’ve had some fun guessing at Nutmeg’s figures in this blog. Our guesses are just that, and we don’t make any claim for their accuracy. We’d love to have accurate figures, but until we do please treat any figures in red as (hopefully) interesting, but no more than that. If you’re interested in […]

D2C’s big CPA day out: Nutmeg’s results and Vanguard’s plans

HEALTH WARNING: We’ve had some fun guessing at Nutmeg’s figures in this blog. Our guesses are just that, and we don’t make any claim for their accuracy. We’d love to have accurate figures, but until we do please treat any figures in red as (hopefully) interesting, but no more than that. If you’re interested in […]

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.