Notes and impressions from Financial Planning Live
HomeGame 5 saw our first theatre experiment, showing financial planning live and in high definition. Nicola and Jennifer Ellis share what the process was like.
HomeGame 5: What’s on the agenda
A deep dive into what to expect at HomeGame 5 – now officially CPD certified.
Sean McKinven’s Newsround: 18 Aug
This week Sean wages war on the continued onslaught of IHT and pensions stories.
Polson on Platforms part 2
Lee Robertson chats to Mark about why the outlook for platforms is looking a bit more rosy and the power of tech to fix industry issues.
Revealed: The AdviceTech Catwalk 2025 final five
Join us at the second ever lang cat Catwalk to see interesting tech that could be changing your business for the better.
Catwalk is back and open for business
Join us on the lang cat Catwalk, where early stage tech firms demo the cool stuff they are building for advice professionals.
Steven Levin: “We want to build you a model for future clients”
Quilter CEO Steven Levin chats to Mark about business models, platform personalisation and how to ‘incubate’ the advice clients of the future.
Tax, financial planning and where the two meet
Recent policy changes mean tax planning and more technical advice could be set for a comeback. Is this something the profession is ready for?
Divide and Conquer – In the red corner…
Getting ahead in a divided world – hear from Pete Matthew, Philippa Hann and Caroline Stuart on what’s worked for them.
Divide and Conquer – In the blue corner…
Hear what the FCA and Quilter CEO Steven Levin have to say on advice and guidance, VI and the relationship between regulator and regulated.
