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 saw our first theatre experiment, showing financial planning live and in high definition. Nicola and Jennifer Ellis share what the process was like.
Mark suggests a new exam for advice pros: universe-building, aka the skill of creating a successful financial planning proposition.
This week: Embracing regulation, the FIRE movement and an increase in failure to notify penalties for CGT.
That’s HomeGame over for another year, but New Blood lives on for London 2026…
Now in wave 6, State of the Advice Nation (SOTAN) is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data.
What do we mean by that? Well, there’s no point finding out what people do and what they pick without trying to find out why.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
