Hello Fundment!

During the 2010s, several commentators were fond of sayings things like ‘within five years, there will only be four or five adviser platforms’. Their fantasy was that the behemoths would hoover up the smaller, generally start-up-based, platforms, thus preserving the traditional establishment’s grip on the UK retail investment market and enjoying a vertical integration-based nirvana. […]

10 things we’ve just learned about the platform market

The best thing about articles like this is that it frees the writer from the shackles of attempting to write a coherent, well-thought through narrative. Research has shown that 98.4% of readers will just skip right to the list, meaning this introduction is essentially a void. A wasteland. So, that’s what it’s come to then. […]

JOB AD – WE NEED A CONSULTANT AND WE NEED ONE NOW

This is a job advertisement from the lang cat. Hello. We’re the lang cat and as well as a digital marketing manager we’re expanding the consulting side of our business, which in the main helps platforms, asset managers and larger adviser firms design better stuff and take it to market in a way that doesn’t […]

JOB AD – WE NEED A DIGITAL SWISS ARMY KNIFE

This is a job advert from the lang cat. Hello. We’re the lang cat and we’re on the hunt for someone who can help us: develop and run our digital marketing presence manage our mailing lists better manage some social media stuff (for clients too) keep us visible on search engines, which are things that […]

JOB AD – WE NEED A DIGITAL SWISS ARMY KNIFE

This is a job advert from the lang cat. Hello. We’re the lang cat and we’re on the hunt for someone who can help us: develop and run our digital marketing presence manage our mailing lists better manage some social media stuff (for clients too) keep us visible on search engines, which are things that […]

JOB AD – WE NEED A CONSULTANT AND WE NEED ONE NOW

This is a job advertisement from the lang cat. Hello. We’re the lang cat and as well as a digital marketing manager we’re expanding the consulting side of our business, which in the main helps platforms, asset managers and larger adviser firms design better stuff and take it to market in a way that doesn’t […]

WE NEED MORE CATS (2) – AMAZING ANALYST REQUIRED

YOU’RE NOT NORMAL, ARE YOU? Need a change? Had enough of being treated with dignity? Come ply your trade at the lang cat! We all float down here in Leith. You’ll float too!   This is a job advertisement from the lang cat. Have you heard of the lang cat? Daft name, brilliant company. Since […]

WE NEED MORE CATS – AWESOME PR DIRECTOR REQUIRED

WE’RE ON THE LOOKOUT FOR A PR HOT SHOT, JUST LIKE YOU.   Lost your soul in corporate or agency life? Don’t suffer alone! Come and be soulless at the lang cat instead! We all float down here in Leith. You’ll float too!   This is a job advertisement from the lang cat. Don’t know […]

WE NEED MORE CATS (2) – AMAZING ANALYST REQUIRED

YOU’RE NOT NORMAL, ARE YOU? Need a change? Had enough of being treated with dignity? Come ply your trade at the lang cat! We all float down here in Leith. You’ll float too!   This is a job advertisement from the lang cat. Have you heard of the lang cat? Daft name, brilliant company. Since […]

WE NEED MORE CATS – AWESOME PR DIRECTOR REQUIRED

WE’RE ON THE LOOKOUT FOR A PR HOT SHOT, JUST LIKE YOU.   Lost your soul in corporate or agency life? Don’t suffer alone! Come and be soulless at the lang cat instead! We all float down here in Leith. You’ll float too!   This is a job advertisement from the lang cat. Don’t know […]

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.