AI promises a lot. But as adoption increases, so do the challenges around data security, privacy and whether it actually benefits clients.
Mark on True Potential’s section 166 review and what it says about the process of moving lots of advised clients from one place to another.
Abbey is on a journey to learn Gaelic, which she came to via metal detecting…
Join us on the lang cat Catwalk, where early stage tech firms demo the cool stuff they are building for advice professionals.
Natalie, Alison and Rich have upcoming expert appearances on a series of Better Business 2025 webinars from Wealthtime and Copia Capital in May and June. More information and sign up details here.
Mark Polson has a keynote at this year’s Institute of Financial Wellbeing conference in Grantham on 20 May: ‘Apply your own mask first before helping others: how well is the industry and profession faring?’. More info and tickets available here.
On 7 May Mark Polson is on a panel with Fiona Tate – Intelligent Pensions and Dave Brooks – Broadstone talking about the evolution of UK pensions. More on the Morningstar Investment Conference UK is here.
Our Advice Gap report is an established benchmark for assessing attitudes towards and take-up of financial advice and planning in the UK. The 7th wave will be available at the end of June.
Following the success of our AdviceTech Catwalk in June this year, we’re taking to the Catwalk once more, this time slightly earlier in June, in London. More details are here.
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.
