The Top Class Wednesday Update visited ethics once
Mark Polson is back for this week’s Update and he’s getting excited about AI and the way new technologies are finding their way into adviser businesses.
The Top Class Wednesday Update is dazed and confused
Rich Mayor returns for this week’s #Update which can only mean one thing – it’s time to see how platforms have been doing.
The Top Class Wednesday Update is ethically marching on
Ben is on TCWU duty this week, looking at changing attitudes to AI in advice and the challenges of implementing it well but also responsibly.
Catwalk is back and open for business
Join us on the lang cat Catwalk, where early stage tech firms demo the cool stuff they are building for advice professionals.
A life obsessed with sport
Outside of work, my life largely revolves around sport. Hi, I’m Tom, and I’m addicted to sport.
The Top Class Wdnsday Updat has donated its E’s
Mark Polson is back for this week’s #Update, dropping E’s (of the letter variety) in tribute to Aberdeen’s name change.
Paraplanning, newbies and AI: SOTAN in three charts
State of the Advice Nation, wave seven, has officially landed. Here’s a snapshot of some of the latest findings that caught our attention.
Steven Levin: “We want to build you a model for future clients”
Quilter CEO Steven Levin chats to Mark about business models, platform personalisation and how to ‘incubate’ the advice clients of the future.
The Top Class Wednesday Update always provides ongoing service
Box Office Mike Barrett takes the helm for this week’s #Update and there’s only one topic of discussion this week – the outcome of the FCA’s ongoing advice review.
Tax, financial planning and where the two meet
Recent policy changes mean tax planning and more technical advice could be set for a comeback. Is this something the profession is ready for?
