The Top Class Wednesday Update can do a lot in just a little time
Mark reveals the five firms that have made it to our AdviceTech CatWalk next month, where they’ll showcase their innovative solutions to an industry audience.
The Top Class Wednesday Update may melt
Mark on True Potential’s section 166 review and what it says about the process of moving lots of advised clients from one place to another.
The Top Class Wednesday Update lets the mask slip
In this week’s update Mark muses on masks, succession planning and the issue of seller’s regret.
The Top Class Wednesday Update says don’t think about the big pink elephant
Steve is trying to avoid thinking about the big pink elephant and the online noise surrounding recent market volatility.
The Top Class Wednesday Update is ready for 2025/26
It’s the final #Update of the 24/25 tax year, so Mark has dedicated it to the latest regulatory and policy developments that are making the headlines.
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.
The Top Class Wednesday Update visited ethics once
Mark Polson is back for this week’s Update and he’s getting excited about AI and the way new technologies are finding their way into adviser businesses.
The Top Class Wednesday Update is dazed and confused
Rich Mayor returns for this week’s #Update which can only mean one thing – it’s time to see how platforms have been doing.
The Top Class Wdnsday Updat has donated its E’s
Mark Polson is back for this week’s #Update, dropping E’s (of the letter variety) in tribute to Aberdeen’s name change.
The Top Class Wednesday Update goes a-crofting
Mark Polson talks pensions (and some platform pricing) in this week’s #Update, sparked by an unexpected state pension discussion onstage at a recent Fish gig.
