The Top Class Wednesday Update’s service is relentless
Mark’s back and is focusing on a certain FCA questionnaire and what that might mean for remuneration and service within the industry.
Three State of the Advice Nation findings that took us by surprise
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.
The Top Class Wednesday Update is flipping heart shaped pancakes
Ben reflects on our Regenerate event last week, shares thoughts on Nucleus’ latest acquisition and points you to our latest State Of The Advice Nation report.
So. That was #langcatlive REGENERATE
A little round up of useful information and links from our #langcatlive event REGENERATE on 8 February.
The Top Class Wednesday Update will see you after the show
After a final punt for our Regenerate event. Mark trains the stage lights on platform flows for 2023 and it’s not a pretty picture …
The power of CFP: How it’s helped me
Plan Works’ Siân Davies Cole talks about her path to gaining the CFP certification, and the difference it’s made.
The Top Class Wednesday Update doesn’t do emotional outflows
In a January marked by redundancies, distribution challenge, margin squeeze and general tetchiness, Mark reflects on the state of the platform market.
The Top Class Wednesday Update is also fantastically complex
Mark has pensions on his mind, from Pensions Minister Paul Maynard speaking at our 8 February event to Origo’s latest pension transfer index.
The Top Class Wednesday Update helps you win pub quizzes
Is 2024 going to be the year we make significant progress on resolving the existential pain of letters of authority? Mark’s not convinced.
What is the true value of advice?
We carried out in-depth interviews with advisers and planners to hear about value from their point of view.
