The Top Class Wednesday Update is back once again for the renegade master
Mike previews our 2026 Advice Gap research, and how a new advice gap is emerging thanks to AI.
Mike previews our 2026 Advice Gap research, and how a new advice gap is emerging thanks to AI.
From the people that brought you live financial planning, not long now ’til our AI Lab gets underway…
The lang cat: Now the proud home of award-winning events, after taking the trophy for Best Initiative for Closing the Adviser Gap.
Typewriters, and what we lose if AI solves everything. In the news: Aviva’s streamlined advice service, Standard Life and IHT and more on AI.
Now in Wave 7, this is the UK’s best insight into the advice profession, including business and sentiment data and a role-specific look at advice.
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.
