the lang cat

Tough third quarter for platform industry, data shows

Wrap/platforms

Tough third quarter for platform industry, data shows

Economic instability is hurting investor confidence, experts say

clock 10 November 2022 • 3 min read
All eyes on the boundary between guidance and advice

Regulation

All eyes on the boundary between guidance and advice

Could lead to business plan shake-up at regulated firms

clock 29 September 2022 • 3 min read
LoA and transfers remain a major issue in the industry

Your Business

LoA and transfers remain a major issue in the industry

The Lang Cat finds letters of authority are taking six months

clock 20 September 2022 • 3 min read
Platform assets continue to fall despite 'resilient' adviser flows

Wrap/platforms

Platform assets continue to fall despite 'resilient' adviser flows

Predicts tough second half

clock 11 August 2022 • 3 min read
Both total and advised platform assets decreased in Q1 2022 - the lang cat

Your Business

Both total and advised platform assets decreased in Q1 2022 - the lang cat

‘Likely to be a tough autumn’

clock 11 May 2022 • 4 min read
Advisers report high level of platform segmentation - the lang cat's annual survey

Your profession

Advisers report high level of platform segmentation - the lang cat's annual survey

'All roads lead to client suitability'

clock 25 January 2022 • 2 min read
PA360 North: Build branding on 'distinctiveness' not company name

Your profession

PA360 North: Build branding on 'distinctiveness' not company name

What makes your firm different?

clock 09 December 2021 • 1 min read
Advised platforms achieve robust year-on-year performance - lang cat

Platforms

Advised platforms achieve robust year-on-year performance - lang cat

‘A healthy sector'

clock 11 November 2021 • 1 min read
Is cashflow modelling a necessity for adviser firms?

Your Business

Is cashflow modelling a necessity for adviser firms?

Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?

clock 05 October 2021 • 5 min read

Your profession

More than 40% of advisers considering using own platform - research

'Chunky minority'

clock 22 July 2021 • 2 min read