Catwalk is back and open for business
Join us on the lang cat Catwalk, where early stage tech firms demo the cool stuff they are building for advice professionals.
Paraplanning, newbies and AI: SOTAN in three charts
State of the Advice Nation, wave seven, has officially landed. Here’s a snapshot of some of the latest findings that caught our attention.
The Top Class Wednesday Update has too many exclamation marks
In the first proper full week of 2025 Mark’s all about punctuation, #langcatlive, the vagaries of statistics, and ideas to stimulate economic growth. For socks.
Does your firm need a CTO?
Are chief technology officers set to become the next must-have role in advice? And what’s more important – cool tech or provider basics?
AI and paraplanning: How to get ready
With the rapid pace of AI, the role of the paraplanner is set to evolve. It’s worth thinking about the implications sooner rather than later.
The Top Class Wednesday Update is dusting off her navy suit and preparing for government
Alison Updates us this week about the FCA’s plans to take a new approach to enforcement and rules around technology.
The FCA’s plan for ‘world class, data-led’ regulation
Alison Gay on what the regulator is prioritising and why over the next year, and why it’s skilling up on data expertise.
AI: A ‘wow’ moment for platforms and advice?
We are starting to see signs of AI slowly but surely finding its way into advice. And it’s a trend platforms and providers are seeing too.
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.
The Top Class Wednesday Update doesn’t do emotional outflows
In a January marked by redundancies, distribution challenge, margin squeeze and general tetchiness, Mark reflects on the state of the platform market.
