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.
The evolution of platforms: For better or worse?
When it comes to change and innovation, platforms would argue they are changing all the time – constantly building improvements in functionality and service.
The big platform debate: Where does innovation come from?
The setpiece debate at our recent HomeGame 3 event in Edinburgh looked at where change and innovation comes from in the platform market.
“Perception is reality”: The provider view on service
In the final part of our mini-series on service and what it really means, we hear from abrdn chief commercial and strategy officer Jonny Black.
“It’s really hard to know the truth”: The paraplanner view on service
Continuing our mini-series on what service really means, next up we hear from Siân Davies Cole from Plan Works.
How to get to better platform service: the lang cat view
We’ve decided to make service a key focus here at the lang cat. In the first of a three-part mini-series Steve talks us through some recent research findings.
