Amid all the data in the latest wave of SOTAN, there were a few results – from paraplanning to AI – that made us sit up and take notice.
State of the Advice Nation is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data. Wave 6 is now available.
Plan Works’ Siân Davies Cole talks about her path to gaining the CFP certification, and the difference it’s made.
We carried out in-depth interviews with advisers and planners to hear about value from their point of view.
We’ve worked together with Royal London to understand what customers actually value.
The policy papers, proposals and consultations from the Autumn Statement that are worth flagging.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling.
When it comes to the LoA process, our good friends at Origo asked us to qualify the state of play today, to identify what’s good and what needs fixing.
When it comes to change and innovation, platforms would argue they are changing all the time – constantly building improvements in functionality and service.
How our recent white paper on platform service came about, and how it evolved during the research process.