Aviva and Wealthify make a bold fashion statement

It’s been an interesting week in robo-land 1. On Monday the latest set of accounts for Nutmeg were published. As has become the norm, alongside the frankly hilarious boast of ‘an 80% market share’ the rest of the numbers were brutal. £2.56m turnover, £11.9m operating expenses, and a loss of £9.3m (on top of the […]

Aviva and Wealthify make a bold fashion statement

It’s been an interesting week in robo-land 1. On Monday the latest set of accounts for Nutmeg were published. As has become the norm, alongside the frankly hilarious boast of ‘an 80% market share’ the rest of the numbers were brutal. £2.56m turnover, £11.9m operating expenses, and a loss of £9.3m (on top of the […]

IS IT ME OR IS IT GETTING HOT IN HERE? SCALABLE CAPITAL & INVESTEC’S BIG DAY

Well, after a period in which all the talk was of funding moving away from robo-advice to ‘insurtech’ and ‘regtech’ and other things ending in ‘tech’ that neither you nor I understand, BlackRock and Scalable Capital have come from nowhere and given us all plenty to talk about. (Before I crack in, a bit of […]

IS IT ME OR IS IT GETTING HOT IN HERE? SCALABLE CAPITAL & INVESTEC’S BIG DAY

Well, after a period in which all the talk was of funding moving away from robo-advice to ‘insurtech’ and ‘regtech’ and other things ending in ‘tech’ that neither you nor I understand, BlackRock and Scalable Capital have come from nowhere and given us all plenty to talk about. (Before I crack in, a bit of […]

LETTER FROM AMERICA: ALL THE MONEY IN THE WORLD

Big news today that BlackRock, which looks after more money than you can POSSIBLY IMAGINE, has bought the robo-adviser (and I might be sitting in New York but I’m still going to spell, adviser! correctly) FutureAdvisor for an undisclosed sum which the FT reckons is between $150m and $200m. OK, so a takeover, no biggie. […]

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.