THE TOP CLASS WEDNESDAY UPDATE IS IMMUNE TO CANCELLATION

This feels…unusual. If an Update falls in an inbox and Mark hasn’t palmed it off on someone else to do, is it even an Update? We may never know, but in the meantime here I am back again after three weeks off Update duty, and it appears that everything has got even more appalling and […]

THE TOP CLASS WEDNESDAY UPDATE IS BURYING ITS HEAD IN SWEET, SWEET DATA

Hi folks, it’s yours truly, Rich Mayor at the TCWU helm this week, which means it’s time to have a little look at how last quarter went and, hopefully, a brief distraction from just HOW DAMN HOT it is. We’re tantalisingly close to being able to share what’s happened on an individual basis at platforms […]

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. […]

CONSUMERS HAVE THEIR SAY ABOUT PLATFORMS

Weighing in at 91 pages and backed by a study of more than 3,000 platform users, the consumer research element of the FCA’s Investment Platforms Market Study (IPMS[1]) is a heavyweight. And while it doesn’t land many blows or produce anything particularly revelatory, NMG’s research provides a substantial body of qualitative and quantitative evidence around […]

STAT ATTACK! The lang cat’s Q4 2017 advised platform market scorecard is out now.

Terry Huddart summarises the lang cat’s findings from the new edition of its advised Platform Market Scorecard A massive period of disruption is underway in the UK advised platform sector, affecting, by our estimate, £464bn (89%) of AUA. By disruption we mean a major business change event such as a technology upgrade/move, floatation or sale […]

STAT ATTACK! The lang cat’s Q4 2017 advised platform market scorecard is out now.

Terry Huddart summarises the lang cat’s findings from the new edition of its advised Platform Market Scorecard A massive period of disruption is underway in the UK advised platform sector, affecting, by our estimate, £464bn (89%) of AUA. By disruption we mean a major business change event such as a technology upgrade/move, floatation or sale […]

ALL ABOARD THE HEATMAPS. EMBARK COMES TO MARKET.

Righto, two things. (1) Iâ’ve given myself half an hour to race through this and (2) I’m very sorry about the pun. Terry’s idea. With both of these in mind, let’s move swiftly on. Embark finally announced its long-awaited charging structure the other day and you know the drill by now, we’ve got your back […]

ALL ABOARD THE HEATMAPS. EMBARK COMES TO MARKET.

Righto, two things. (1) Iâ’ve given myself half an hour to race through this and (2) I’m very sorry about the pun. Terry’s idea. With both of these in mind, let’s move swiftly on. Embark finally announced its long-awaited charging structure the other day and you know the drill by now, we’ve got your back […]

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.