What to expect from HomeGame 4
HomeGame 4 will soon be upon us. Expect the focus to be on new talent, the shape of advice and Scotland, obviously.
Inside FNZ’s acquisition strategy
What’s the difference between deals that get done and those that get left on the table? We speak to FNZ’s Din Mustaffa to find out.
The Top Class Wednesday Update has four words for you
Mark ponders the FCA’s data request on vulnerability and the standard it shows advice firms are now held to on data, controls and business MI.
Enter the world of advice tech – now with added lang cat
The lang cat is entering the advice tech space – here’s why, and how you can get involved, whether you’re an adviser, tech firm or investor.
The power of CFP: How it’s helped me
Plan Works’ Siân Davies Cole talks about her path to gaining the CFP certification, and the difference it’s made.
What is the true value of advice?
We carried out in-depth interviews with advisers and planners to hear about value from their point of view.
The Top Class Wednesday Update has the occasional existential crisis
You do realise Steve that all we do in this sector is make rich people a bit richer? This, clearly, is an offensively reductive view of the world.