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.
Introducing our new website – and the thinking behind it
While the old site did the job just fine, we’ve been aware that there was a room for improvement, and that’s why we’ve overhauled the website.
How planners are meeting the tech stack challenge
Advice professionals say practice management systems are the weakest point in their advice tech, more so than their chosen platforms.
