AI and paraplanning: How to get ready
With the rapid pace of AI, the role of the paraplanner is set to evolve. It’s worth thinking about the implications sooner rather than later.
Changing the financial future, one child at a time
We talk to RedSTART CEO Sarah Marks about building a positive attitude towards money at a young age, and the power of financial education.
AdviceTech Catwalk: “It’s like a treasure trove of new ideas”
What people are hoping to get out of coming along to AdviceTech Catwalk, and where they see tech fitting into their firm.
Enter the world of advice tech – now with added lang cat
The lang cat is entering the advice tech space – here’s why, and how you can get involved, whether you’re an adviser, tech firm or investor.
Regenerating the industry: From guidance to transfers
At a recent roundtable, we discussed where the FCA and industry as a whole should ‘regenerate’ and refocus its efforts.
Backing Britain? The trouble with the British ISA
Before we move to implementation mode on the British ISA, we should stop and think about whether it’s really needed in the first place.
AI: A ‘wow’ moment for platforms and advice?
We are starting to see signs of AI slowly but surely finding its way into advice. And it’s a trend platforms and providers are seeing too.
FCA: The way forward for advice and guidance
FCA head of consumer investments Kate Blatchford-Hick on the regulator’s ideas to get advice and guidance to more people.
The power of CFP: How it’s helped me
Plan Works’ Siân Davies Cole talks about her path to gaining the CFP certification, and the difference it’s made.
What is the true value of advice?
We carried out in-depth interviews with advisers and planners to hear about value from their point of view.
