Measuring the value of advice
Finally, a positive news story on advice – with the numbers to back it up on the value of advice.
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.
What to expect from HomeGame 4
HomeGame 4 will soon be upon us. Expect the focus to be on new talent, the shape of advice and Scotland, obviously.
The Top Class Wednesday Update says ah! It’ll be fine!
Mark puts 20p in his mental meter and looks at the potential pitfalls, for businesses and individuals, of making big decisions without expert input.
‘The 91%’: Where the advice gap meets reality
Why are more people falling into the advice gap? And could targeted support help bridge the gap? Our latest report looks for answers.
Ah! We had fun on the Catwalk
Almost 200 people squeezed into a very small venue to participate in the inaugural lang cat Catwalk, showcasing some of the latest advicetech
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.
So. That was #langcatlive REGENERATE
A little round up of useful information and links from our #langcatlive event REGENERATE on 8 February.
The power of CFP: How it’s helped me
Plan Works’ Siân Davies Cole talks about her path to gaining the CFP certification, and the difference it’s made.
What is the true value of advice?
We carried out in-depth interviews with advisers and planners to hear about value from their point of view.
