Does your firm need a CTO?
Are chief technology officers set to become the next must-have role in advice? And what’s more important – cool tech or provider basics?
Financial services insight and communications. Delivered with impact. By people who really know their stuff.
/ RESEARCH & CONSULTANCY
Independent intelligence
Platforms are our heartland, but we’re about much more than that. Expect agenda-setting insight and analysis, regular market reporting and bespoke insight. Powered by our 1,400-strong adviser panel.
/ PR & COMMUNICATIONS
Comms & PR, but better
If you’ve got something complex to say you need an agency who understands PR and the topic. That’s us. From media to marcomms, we’re the people you wish you’d hired in the first place.
/ REGULATORY & PUBLIC AFFAIRS
Engagement and influence
/ RESEARCH & CONSULTANCY
Independent intelligence
/ PR & COMMUNICATIONS
Comms & PR, except better
/ REGULATORY & PUBLIC AFFAIRS
Engagement and influence
- 12:00 pm
- February 6, 2025
- In Person
/ Analyser
Platform and MPS suitability and due diligence simplified
- Save time every time you complete due diligence
- Evidence your client suitability
- Use our tried and tested, Consumer Duty ready process
Q2 2024 Platform market scorecard
/ Research
State of the advice nation
Now in wave 6, State of the Advice Nation (SOTAN) is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data.
What do we mean by that? Well, there’s no point finding out what people do and what they pick without trying to find out why.