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 […]

It’s all getting real – Hargreaves puts its vest(ing) on

I’ve always liked those moments when big, abstract concepts become real and commercial. A-Day was like that – it was fun debating what was going to happen, but much more fun when you started to see how providers, advisers and clients were going to relate to it in real life. An important step towards this […]

It’s all getting real – Hargreaves puts its vest(ing) on

I’ve always liked those moments when big, abstract concepts become real and commercial. A-Day was like that – it was fun debating what was going to happen, but much more fun when you started to see how providers, advisers and clients were going to relate to it in real life. An important step towards this […]

Woodford: The Fees – Part The Second

(apologies for nicking Mark L’s headline. Maniac dictator’s privilege) So as you read this, there will be excitement, feigned or otherwise, about who is or isn’t getting Mr Woodford’s Famous Enormous ‘SUPERCLEAN’ Discount. It’s certain now that our favourite Bristolians with the big direct marketing bill get the Z class at 0.65% with a taxable 5bps […]

Woodford: The Fees – Part The Second

(apologies for nicking Mark L’s headline. Maniac dictator’s privilege) So as you read this, there will be excitement, feigned or otherwise, about who is or isn’t getting Mr Woodford’s Famous Enormous ‘SUPERCLEAN’ Discount. It’s certain now that our favourite Bristolians with the big direct marketing bill get the Z class at 0.65% with a taxable 5bps […]

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.