The Top Class Wednesday Update squares a circle, or circles a square
Mark on Standard Life’s new £1k fixed fee advice service and how it links with training and the advice gap.
Finding the advisers of the future
Considering a career in financial advice, or know someone that would be a great fit for the profession? Start here with Future Financial Adviser.
The Top Class Wednesday Update knows exactly who you are
Mark discusses the FCA’s £21m fine against Monzo and the narrative around challenger banks.
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.
The Top Class Wednesday Update is exploring new boundaries
Kate Ogilvie takes the reins this week and confesses that the advice gap report is her favourite…
The Top Class Wednesday Update is a strict zero “mind the gap” pun space
Greetings – Mike here. Today is launch day for our 2025 Advice Gap report, so, fresh from the glittering launch event in London earlier this morning, here are a few highlights… First up, the important business of where you can actually read the report. This year we’ve created a brand-new website, www.theadvicegap.co.uk. Thanks to the […]
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 says no blank emails here
Katey is Updating us this week and is focused on education
The Top Class Wednesday Update can remember what he was doing in 2013
Mike is back in the Update Hot Seat and is planning a party for one to celebrate Consumer Duty’s 1st birthday.
‘The 91%’: Where the advice gap meets reality
Why are more people falling into the advice gap? And could targeted support help bridge the gap? Our latest report looks for answers.
