Adviser platform Ascentric has said it is trying to minimise call centre delays and is "aware" of instances where client reports are showing incorrect values.
The firm has transferred more than 95% of advised clients onto its new platform, a re-platforming project it spent several years and more than £100m to complete. However, the new platform has offered...
D2C growth particularly strong
On 15 December
Over next five years
2,000 advice firms to shift platform
Leigh Day in “final stages”
'We can't do this alone'
SJP receives scathing open letter from shareholder criticising 'bloated organisational structure' and 'excessive pay'
Suggests reducing adviser operating expenses
90% relate to Covid-19