SOTAN Needs You
Share your thoughts and experiences of the direction of the advice profession – but you haven’t got long to make your views count.
A ‘third way’ approach on DFMs
Ben Peele at PortfolioMetrix notes a shift in the way advice firms are working with DFMs away from the usual bespoke service.
The FCA’s watching brief on Consumer Duty
The regulator’s areas of concern on Consumer Duty compliance – both for those working to the closed book deadline, and everyone else.
Three State of the Advice Nation findings that took us by surprise
Amid all the data in the latest wave of SOTAN, there were a few results – from paraplanning to AI – that made us sit up and take notice.
How to get to better platform service: the lang cat view
We’ve decided to make service a key focus here at the lang cat. In the first of a three-part mini-series Steve talks us through some recent research findings.
Are we ready? Yes – and no
Is the industry ready for Consumer Duty? Alison Gay looks at the results of an FCA survey of smaller firms in the industry.
The Top Class Wednesday Update is interested in interest
With interest rates at their highest since 2008, Mark looks at what it all means for advisers, their clients and the platforms that serve them.
The Top Class Wednesday Update is always at your service
Our recent research is clear. Service is the number one determining factor of satisfaction and frustration with providers among the advice profession.
The Top Class Wednesday Update had one of those days
This week’s Update is written In The Field, live and in living colour from the intelliflo conference in fashionable London. Wealthlink is here.
Tackling the advice gap: One solution at a time
Understanding the advice gap comes down to two important questions: what is stopping most people from seeking advice, and what do we do about it?
