How many missteps maketh the man?
I just want to make it clear, this is not about my French teacher Miss Teps. She looked quite intéressant to a 12-year-old. Now where was I? Oh yes, missteps.
SOTAN Needs You
Share your thoughts and experiences of the direction of the advice profession – but you haven’t got long to make your views count.
The Top Class Wednesday Update is right twice a day
Rich Mayor, currently sporting a ‘dodgy’ Movember moustache, takes over this week’s #Update with some interesting findings on the third quarter platform numbers.
A ‘third way’ approach on DFMs
Ben Peele at PortfolioMetrix notes a shift in the way advice firms are working with DFMs away from the usual bespoke service.
The Top Class Wednesday Update says yes we cat
In this week’s #Update, Mark Polson is not only dealing with his first online troll, but also considering what a change in pension withdrawal strategies following last week’s Budget announcement could mean for advisers going forward.
How the Budget will impact advice pros
What we know so far on the Budget’s implications for advice firm business owners, clients and the planning profession.
The Top Class Wednesday Update knows you’re not reading this
Mark Polson is back from gallivanting to take charge of this week’s #Update and he’s avoiding any reflexive naysaying about the Budget and looking only to the positives.
Does your firm need a CTO?
Are chief technology officers set to become the next must-have role in advice? And what’s more important – cool tech or provider basics?
Sorry, Mr. Ornstein
I love books. In fact, I love them so much, I am entirely unable to resist defacing them with Stabilo Boss highlighters and sententious marginalia.
The Top Class Wednesday Update has accidentally put its hand up
Ben has (accidentally) taken charge of this week’s #Update, where he’s considering the practical uses of AI in the advice industry and emphasizing the critical role of data.
