The opportunity advice has been waiting for
Three things are happening this year that could help propel the profile of advice and planning. But only if firms seize the opportunity.
Sean McKinven’s Newsround: 2 March
AI doomsday reports, gender and advice and carers’ retirement shortfalls among the highlights.
The Top Class Wednesday Update says yeahhhh boyyyyy
Mark is back in the TCWU chair to chat new ranges and the complex fractured space that is the MPS market.
Heading for a capacity crunch? SOTAN in four charts
Numbers-wise, the advice profession is in rude health. But look more closely and there are signs it is dangerously close to capacity.
Sean McKinven’s Newsround: 23 February
The Treasury’s Savvy Squirrel investing campaign draws industry ire. Plus, the prospect of level 2 advisers delivering simplified advice.
The Top Class Wednesday Update is carrying on anything but calmly
Hannah takes the helm this week, looking at just what is going on with Plan 2 student loans.
New Blood: A view ‘from the floor’
Financial Life Planning’s Joe Jacob shares his experience – from watching his bosses in action to being in the comedians’ firing line.
Sean McKinven’s Newsround: 16 February
What Shakespeare tells us about financial education. Other highlights include the latest platform market stats and Steve on all things paraplanners.
The Top Class Wednesday Update talks about you and me
Dusting off an old presentation, Mark discusses banks getting back into advice following the NatWest/Evelyn deal.
Dispatches from the newest lang cat
Marketing and events cat Jamie reflects on a whirlwind first week and what he took away from his experience at New Blood.
