Image:
"Our research suggests that at a time when platforms are increasingly adding more tools and bells and whistles, what advisers really want is for them to get the basics right and deliver decent service" - CoreData's Craig Phillips
Financial advisers are attaching "significantly" more weight to the service platforms offer, rather than associated "bells and whistles", according to a survey of almost 1,000 advisers.
CoreData Research's annual survey of the market found a quarter (25%) of advisers said platforms' service was the most important driver of satisfaction, compared to just 6.7% in the same survey in 2018....
Upgrade
PA is dedicated to championing professional advisers. It helps you build your business, service clients and generate sustainable income.
PA offers:
- REAL-TIME NEWS & ANALYSIS: find out what’s happening in the profession right now and why
- MULTI-ASSET: discover the latest trends in multi-asset
- FUTURE OF ADVICE: helping you shape your strategy with the latest expert opinion and case studies
- TECHNOLOGY: learn about the latest solutions, with case studies and the views of experts such as Adam Higgs
