Lee Robertson: The ‘white heat’ of AI and advicetech
As we enter a crucial phase in the evolution of AI and tech, Lee Robertson shares why he is so optimistic about the latest tech on offer.
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.
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.
