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.
Beyond the Budget: The government’s priorities for financial services
Away from the Budget Box, there’s no shortage of policy issues coming down the track for financial services firms to contend with.
The Top Class Wednesday Update can’t stop launching
Steve takes the helm for this week’s #Update as he celebrates not only last night’s Scotland draw with Portugal but also the official launch of State of the Advice Nation (wave 7), our big omnibus study on the advice profession.
How to have a midlife crisis in a desert
Alison Gay on turning a mid-life crisis into a passion for extreme running events…and finding out jelly babies can’t survive in the desert!
