The Top Class Wednesday Update will look after you

Hello hello, me again after a week’s break from Updating at a keyboard in favour of Updating anyone who cared to drop by at HomeGame 2 last week. Thanks to everyone who came along – just under 170 in the room and nearly 300 online – and I hope you had a nice time. I […]

The Top Class Wednesday Update is just an update

Hi folks, it’s new cat, Rich Mayor here serving up food for thinking during my third week with this rabble. Rather rudely, the world didn’t stop turning while I’ve been settling in, but that does mean there’s a fair bit to chew on in the runup to #langcatlive next week. We’re down to our last […]

The Top Class Wednesday Update is ready for you now

So here we are, siblings. Happy New Year to all; there didn’t seem much point in doing an Update last week as most of you were still off and there’s only so much you can read about the lack of Hogmanay parties before you end up even more depressed than you were before. (Insert Deity […]

YOU CALL THAT A PLATFORM RE-PRICE? AJ BELL YOUINVEST FLASHES ITS NEW CHARGES

It was only a few days ago that I turned to one of my colleagues (I can’t remember who it was. It doesn’t matter, it’s not that great an anecdote and there’s at least a 50% chance I’m making it up anyway.) and complained that there’s not been a re-price in the direct-to-consumer market for […]

YOU CALL THAT A PLATFORM RE-PRICE? AJ BELL YOUINVEST FLASHES ITS NEW CHARGES

It was only a few days ago that I turned to one of my colleagues (I can’t remember who it was. It doesn’t matter, it’s not that great an anecdote and there’s at least a 50% chance I’m making it up anyway.) and complained that there’s not been a re-price in the direct-to-consumer market for […]

A (slightly resentful) welcome to Scalable Capital

So you go off on holiday, all happy because your new guide to direct platforms and robo-advice has launched. You come back, and some rotten sod has gone and launched while you were away and spoiled all your tables and that. The rotten sod in this case is Scalable Capital. To be fair, we’ve known […]

A (slightly resentful) welcome to Scalable Capital

So you go off on holiday, all happy because your new guide to direct platforms and robo-advice has launched. You come back, and some rotten sod has gone and launched while you were away and spoiled all your tables and that. The rotten sod in this case is Scalable Capital. To be fair, we’ve known […]

On-brand heatmapping: Aviva goes D2C

On Friday past, the gaffer shared his thoughts on the difficulties facing new entrants to the already stacked D2C market. In it, he alluded to details of a new entrant emerging any day now. Well, today Aviva has launched its platform for consumers, cryptically named the Aviva Consumer Platform. The platform is powered by FNZ […]

Drowning in the D2C value pool

Another week, another D2C platform’s details start to emerge. No names, no pack drill in deference to the journalist who’s writing it up, but by our count that’s the 33rd contender vying for the self-directed market. We’ll see another couple by the end of the year. Irrespective of the relative merits in terms of proposition, […]

Indebted to technology

One of the housekeeping points I chatted through recently with @theactualpolson was the matter of company expenses. As much as I left my old job on good terms I had to relinquish my beloved old company credit card, so I needed to apply for a new one to cater for the massive Lang Cat expense […]

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.