Advice gap report
This report explores the impact of the cost of living crisis on consumers’ savings and investments. It also looks perceptions of value for money.
State of the Adviser Nation Wave Five
State of the Adviser Nation is our flagship adviser research study. Wave Five is a must-read to what’s going on in the financial planning profession
A Fragmented World
Clients, advisers and providers are all facing their own fragmentary forces. It’s how we navigate this together that will determine the longer-term outcomes clients enjoy and it’s this that we explore in this publication.
House Rules
The equity release industry has faced an uphill battle to shed the negative perceptions which have followed it around for the last several decades. While not unreasonable, those perceptions are largely outdated and this paper looks at it through fresh eyes.
State of the Adviser Nation Wave Four
Wave four of State of the Adviser Nation)- the lang cat’s flagship annual adviser research study – is invaluable for anyone looking to understand what’s going on in the financial planning profession.
Due diligence and PS13/1
PS13/1 came into force on 6 April 2014. Here’s our free white paper for advisers on what that means for your due diligence obligations.
