Thank you to all those who made it to our beautiful venue at Patina in Edinburgh, and to those who joined us online.
Steve takes the helm for this week’s #Update as he celebrates not only last night’s Scotland draw with Portugal but also the official launch of State of the Advice Nation
Alison Gay on turning a mid-life crisis into a passion for extreme running events…and finding out jelly babies can’t survive in the desert!
Politically, now’s the time to get the unpopular stuff out of the way. That definitely doesn’t bode well for pensions in the upcoming Budget.
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. Add the date to your diaries and look out for more details very soon…
We’ll be bringing the #langcatlive tour to Glasgow Science Centre on Tuesday 30 September 2025. More information is on our event page.
Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter. Arrives mid-November.
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.
