The Top Class Wednesday Update has re-entry issues
Consumer Duty day is coming. Meantime mucking around with pension death benefits is going on again and Space Karen has gone X.
The Top Class Wednesday Update is interested in interest
With interest rates at their highest since 2008, Mark looks at what it all means for advisers, their clients and the platforms that serve them.
The Top Class Wednesday Update is always obliging
There’s a clear two-speed market developing around the provision of VFM assessments, target market stuff and other Consumer Dutery data.
The Top Class Wednesday Update basks in the sun
Let’s open our textbooks at L for LV=, which has just announced its long-in-the-making partnership with Embark. Meanwhile, others are adding house funds.
The Top Class Wednesday Update works on all operating systems
Big week this week with abrdn’s AdviserOS announcement and news that M&G finally managed to get the PruFund range up on its platform.
The Top Class Wednesday Update said ‘Cha! Cha! Cha!’
Mark looks at the role of adviser as manufacturer, or at least our evolving understanding of who does what and what regulations they labour under.
The Top Class Wednesday Update can also sit in a chair
There’s a huge gap (hey, good name for a report) between what people who’ve had real advice and planning think about it and what those who haven’t think about it.
The Top Class Wednesday Update isn’t even artificially intelligent
Let’s consider the pronouncements yesterday of Geoffrey Hinton, who stepped down from Google to be the equivalent of that scientist James Cromwell played in I, Robot.
The Top Class Wednesday Update needed the camper van for work, alright?
Mark reflects on Citywire’s good look at the (34 they counted) major PE-backed advice firms in terms of their deal flow, their financial health and more.
The Top Class Wednesday Update traverses filaments of light
This week we’re talking about one of the few remaining truly opaque areas in this business we call show, and that’s the perennial issue of cash on platforms.
