THE TOP CLASS WEDNESDAY UPDATE IS A FAN OF CHANGE

Hello, hello, back again. After having done something like 150 of these Updates, it’s a wonderful thing to have a team that can not only dep on Update duty from time to time, but even volunteers for it sometimes. I mean, there was Mike before – celebrating his 7th birthday with us this very day […]

HAPPY NEW TAX YEAR FROM THE TOP CLASS WEDNESDAY UPDATE

It gets earlier every year, doesn’t it? I still remember fondly the years of midnight deadlines, getting applications time-stamped so that they could be keyed as if they were from the day before, and the hunted look all round as everyone girded their loins to just get through it. Oh OK, it doesn’t get earlier […]

We’re not expensive! You’re expensive! Hargreaves updates its Wealth 50 buy list

As the style diary columns have it, ‘to the Ritz’ on Tuesday to hear about Hargreaves Lansdown’s new Wealth 50 discounted fund range. A typically restrained affair in a typically restrained venue, which obviously I didn’t enjoy as it contravenes my strong socialist credentials. I restored balance to the universe by eating not only my […]

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 […]

A WORD TO THE (HUB)WISE

It’s been ages since I’ve written a pricing blog. It’s also been a decent chunk of time since we’ve seen a new entrant to the advised platform market. A glorious piece of serendipity then to see that Hubwise has (re)launched[1] its advised proposition and given me reason to get the Casio out. Those who monitor […]

A WORD TO THE (HUB)WISE

It’s been ages since I’ve written a pricing blog. It’s also been a decent chunk of time since we’ve seen a new entrant to the advised platform market. A glorious piece of serendipity then to see that Hubwise has (re)launched[1] its advised proposition and given me reason to get the Casio out. Those who monitor […]

No escaping basic arithmetic – all about the ATS price changes

As 2016 breathes its last, we are plagued, sorry, blessed by a mini-flurry (Worst. Flurry. Ever.) of pricing changes from platforms. Last week we had Elevate / SL; this week it’s our Dundonian friends, Alliance Trust Savings. ATS is increasing its fixed fees on both direct and advised business, but offsetting that in part with […]

No escaping basic arithmetic – all about the ATS price changes

As 2016 breathes its last, we are plagued, sorry, blessed by a mini-flurry (Worst. Flurry. Ever.) of pricing changes from platforms. Last week we had Elevate / SL; this week it’s our Dundonian friends, Alliance Trust Savings. ATS is increasing its fixed fees on both direct and advised business, but offsetting that in part with […]

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.