Afternoon: A new operating system for advice
Catwalk winner and Afternoon CEO Crawford Taylor on the problem he and his team are trying to solve, and the current status quo of tech ‘millefeuille’.
The Top Class Wednesday Update is spreading the disease
Mark debates the question of platforms as the new life cos, and why the real issue is a sense of entitlement.
Catwalk: “You get to hear the beginning of solutions”
AI and tech in advice is moving at pace. Five firms share their approach, and how attending Catwalk fits in with their decision-making.
Emerging warning signs on the rise of D2C
The latest edition of State of the Platform Nation is out – and there’s some worrying red flags for advice firms and platforms.
Sean McKiven’s Newsround: 12 January
Kicking off the first news round-up of the year with AJ Bell’s new advert plus the tiny incremental improvements in platform service.
Sean McKinven’s Newsround: 1 December
After the Budget speculation comes the analysis. In other news, an initiative to ease the adviser shortage and rising financial stress among employees.
The Top Class Wednesday Update resists knavery in all its forms
Marks talks consolidators, client outcomes and the FCA in the wake of the regulator’s recent multi-firm review.
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.
