Catwalk 2026: Time to find your next tech partner
Catwalk returns to help bridge the gap between busy advice firms and the tech start-ups hoping to make your life easier.
Catwalk returns to help bridge the gap between busy advice firms and the tech start-ups hoping to make your life easier.
Mike on the FCA’s plans to drop the requirement for annual suitability reviews and the discussion on the future of trail commission.
Is St Patrick’s Day authentic, and sincerity in financial services. Plus stories on AI, CGT and regulatory reform.
The regulator has updated its good and poor practice guide with specific examples to help smaller firms tackle their reports.
Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter. In particular, it covers platforms
Now in Wave 7, this is the UK’s best insight into the advice profession, including business and sentiment data and a role-specific look at advice.
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.
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.
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.
