Unveiled: The final five gracing our AdviceTech Catwalk
After several rounds of judging, we’ve landed on a varied mix of companies with each showcasing tech that is different from the next.
The Top Class Wednesday Update is foreseeing the future
Tom looks into what a Labour government might mean for financial services. He thinks they might start with appointing a shadow pensions minister…
AI and paraplanning: How to get ready
With the rapid pace of AI, the role of the paraplanner is set to evolve. It’s worth thinking about the implications sooner rather than later.
Changing the financial future, one child at a time
We talk to RedSTART CEO Sarah Marks about building a positive attitude towards money at a young age, and the power of financial education.
The Top Class Wednesday Update is experimenting
Mark argues that ‘adviser rented platforms’ would be a much better name for the model currently known as ‘adviser as platform’.
The Top Class Wednesday Update deplores unsatisfactory graphs
Mark has been analysing numbers this week and takes a look at the financial challenges faced by at least one well known advice consolidator.
AdviceTech Catwalk: “It’s like a treasure trove of new ideas”
What people are hoping to get out of coming along to AdviceTech Catwalk, and where they see tech fitting into their firm.
The Top Class Wednesday Update is dusting off her navy suit and preparing for government
Alison Updates us this week about the FCA’s plans to take a new approach to enforcement and rules around technology.
The Top Class Wednesday Update says look closer
Mark Polson dives into the FCA’s retirement income market data, as well as lamenting the fact he is now dad to two teenagers…
SOTPN: What next for the platform market?
State of the Platform Nation has landed. Armed with the latest data, Rich Mayor discusses where the platform sector could be headed next.
