The Top Class Wednesday Update is never simple
Mike on the FCA’s plans to drop the requirement for annual suitability reviews and the discussion on the future of trail commission.
Catwalk 2026: Time to find your next tech partner
Catwalk returns to help bridge the gap between busy advice firms and the tech start-ups hoping to make your life easier.
The opportunity advice has been waiting for
Three things are happening this year that could help propel the profile of advice and planning. But only if firms seize the opportunity.
The Top Class Wednesday Update is fearing and loathing falling into financial services
Sean pens his first TCWU with a look at different routes into advice through the lens of one family – his own.
New Blood: A tale from both sides
The risks, but mostly the benefits, of attracting new talent to the profession – as told by one director and one new joiner.
Budget 2025: What’s happening when
The timeline for implementation covering the big changes affecting advice professionals and their clients.
The FCA’s latest stats on the health of the advice market
What the latest FCA numbers tell us about the shape of advice, from firm and client numbers to independent vs restricted advice.
Sean McKinven’s Newsround: 25 August
Overheard tourists in Edinburgh and other eye-catching stories, including falling advice firm numbers and Gen X’s pension problem.
TCWU hasn’t declined over the last three years, or has it?
Mark Polson looks at the declining number of advice firms and registered individuals – maybe the young people we have coming to HomeGame 5 will help with that…
The FCA’s plans to bridge the advice gap
Targeted support will be one of a range of services aimed at getting financial support to more people. How these are communicated will be key.
