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?
The Top Class Wednesday Update is quite Consumer Dutery
In times like this one must reach for nice things, and so I’m going to ignore Consumer Duty, and concentrate on our Home Truths event, next Thursday.
The Top Class Wednesday Update is colder than a welldigger’s…
The tail end of last year wasn’t all that and a bag of chips, based on a couple of key platform results we’ve already had in. Is the cost of living crisis starting to bite?
Start the year afresh with The Top Class Wednesday Update
What have we learned from the hot mess that was 2022? How will we ascend, overcome and quite literally carpe the diem out of 2023?
The Top Class Wednesday Update would have settled for a card
I just spotted this, right, and I don’t want to shock anyone but it’s distressingly near Christmas and no-one mentioned anything and now there’s quite a lot to do, so you’d better all get on with it. And by “you” what I mean is “me” so if we could all keep everything on the down-low […]
The Top Class Wednesday Update is worried about France in the quarter finals
Greetings. Hope you are all well. Mike here, keeping the TCWU wheel turning for another week. Big news from the FCA today, with the release of the snappily titled, “Broadening access to financial advice for mainstream investments” consultation paper. This is something that has been trailed for a while now, with Money Marketing reporting on […]
Consumer Duty: 11 questions your implementation plan should try to answer
Come 1 November there will be two kinds of firms – those who have their Consumer Duty plans in place, and those who didn’t quite hit the deadline. The FCA expects firms’ management teams (essentially, this is where the buck stops – for larger firms it will be the board) to have agreed their implementation […]
