We carried out in-depth interviews with advisers and planners to hear about value from their point of view.
The last Top Class Wednesday Update for 2023 in which Mark highlights the three themes he thinks we’ll be talking about for most of 2024.
Mike covers the challenge of defining what customers value and why being able to do so matters for Consumer Duty compliance.
Last week’s Dear CEO letter from the FCA is unlikely to be making it into the Christmas compilations. Mark says ‘ooft’ and looks at some key points.
Fresh from a luxurious spa weekend, Steve shares some early insights from our annual State of the Advice Nation research.
Well, the good news is I’ve been allowed access to the TCWU keyboard again to write another one of these, so I must have done something right last time.
Last Friday it was the turn of Platform CEOs to have their weekend ruined, with the now traditional Friday afternoon publication of a Dear CEO letter.
Mark reflects on the awards season and a fun session with Many Australians on a study tour, and how our regulatory regime compares to theirs.
SJP and 1825 have both been in the news this week with chunky value write downs. Is that cold east wind starting to blow?
Consumer Duty day is coming. Meantime mucking around with pension death benefits is going on again and Space Karen has gone X.