AI, advice and the dilemmas around client data
AI promises a lot. But as adoption increases, so do the challenges around data security, privacy and whether it actually benefits clients.
Paraplanning, newbies and AI: SOTAN in three charts
State of the Advice Nation, wave seven, has officially landed. Here’s a snapshot of some of the latest findings that caught our attention.
Tax, financial planning and where the two meet
Recent policy changes mean tax planning and more technical advice could be set for a comeback. Is this something the profession is ready for?
Divide and Conquer – In the red corner…
Getting ahead in a divided world – hear from Pete Matthew, Philippa Hann and Caroline Stuart on what’s worked for them.
Chaos theory, and a new dawn for FCA/govt relations
There’s a head of steam building up around the role of the FCA, with a government apparently keen on a more streamlined, focused regulator.
Measuring the value of advice
Finally, a positive news story on advice – with the numbers to back it up on the value of advice.
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.
‘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.
AdviceTech Catwalk: “It’s like a treasure trove of new ideas”
What people are hoping to get out of coming along to AdviceTech Catwalk, and where they see tech fitting into their firm.
SOTPN: What next for the platform market?
State of the Platform Nation has landed. Armed with the latest data, Rich Mayor discusses where the platform sector could be headed next.
