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. […]

WHAT NO LISA?

The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings from this quarter’s smorgasbord. In each quarter, we take a detailed look at one area of platform propositions. This quarter, because it’s so topical, we’re […]

WHAT NO LISA?

The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but we want to take you through a couple of findings from this quarter’s smorgasbord. In each quarter, we take a detailed look at one area of platform propositions. This quarter, because it’s so topical, we’re […]

3 into 1 does go – Raymond James mixes it up

Hello, hello, hot, isn’t it? Well, it is today; where today is the day I’m writing this, which is not necessarily the day you’re reading it. Such is the nature of producing stuff on the online internet superhighway; you can read it when you like, sort of thing. It might not be hot when and […]

the lang cat Guide To Platform Pricing – now live

So today the lang cat launches its very first commercially available market analysis report. Its title is ‘You want how much?’ and the subject, predictably, is platform pricing. We’re pretty excited about it. You can get a sneakypeeky here (just click on the image of the report). The cornerstone of the Guide is an analysis […]

Fashionably late – Skandia joins the transparency gang

There was SIMPLY NO WAY that I’d be able to let this go by. What a day for Skandia, and what a triumph of news management. With UK inflows on SIS dropping 40% and a reminder in the analyst statements that only £20bn or so of the near £40bn it’s credited with having is on […]

Don’t take us for idiots

In an earlier post, I had a bit of a go in an open letter at direct-to-customer platform giant Hargreaves Lansdown over their charging structure. Lots of people seemed to agree, and I’m pleased to say that…it’s made not the slightest bit of difference. That’s the power of social media. Or something. At the moment, […]

Don’t take us for idiots

In an earlier post, I had a bit of a go in an open letter at direct-to-customer platform giant Hargreaves Lansdown over their charging structure. Lots of people seemed to agree, and I’m pleased to say that…it’s made not the slightest bit of difference. That’s the power of social media. Or something. At the moment, […]

The right number of platforms to use

So this is something that came up in the sessions I did last week at the PFS conference (and a very good conference it was). How many platforms should an IFA practice use? My glib answer on the day was 2.8. The real answer though is only a little less glib. You should use the […]

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.