The new old world of life cos, platforms and advice
What our latest State of the Platform Nation report tells us about the shifting sands of the platform market, and the products and services set to make a comeback.
Revealed: The AdviceTech Catwalk 2025 final five
Join us at the second ever lang cat Catwalk to see interesting tech that could be changing your business for the better.
The Top Class Wednesday Update can do a lot in just a little time
Mark reveals the five firms that have made it to our AdviceTech CatWalk next month, where they’ll showcase their innovative solutions to an industry audience.
The Top Class Wednesday Update may melt
Mark on True Potential’s section 166 review and what it says about the process of moving lots of advised clients from one place to another.
The Top Class Wednesday Update lets the mask slip
In this week’s update Mark muses on masks, succession planning and the issue of seller’s regret.
The Top Class Wednesday Update says don’t think about the big pink elephant
Steve is trying to avoid thinking about the big pink elephant and the online noise surrounding recent market volatility.
Halò, is mise Abbey
Abbey is on a journey to learn Gaelic, which she came to via metal detecting…
The Top Class Wednesday Update don’t charge no tariffs
10 years on since pension freedoms, and some thoughts on the USA and what investors really do in times of volatility.
The Top Class Wednesday Update is ready for 2025/26
It’s the final #Update of the 24/25 tax year, so Mark has dedicated it to the latest regulatory and policy developments that are making the headlines.
AI, advice and the dilemmas around client data
AI promises a lot. But as adoption increases, so do the challenges around data security, privacy and whether it actually benefits clients.
