Notes and impressions from Financial Planning Live
HomeGame 5 saw our first theatre experiment, showing financial planning live and in high definition. Nicola and Jennifer Ellis share what the process was like.
HomeGame 5: What’s on the agenda
A deep dive into what to expect at HomeGame 5 – now officially CPD certified.
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.
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.
How do we deliver pension reform well?
It seemed there were actually some grown ups involved in the Autumn Statement this time round. But what will it take to make a success of their ideas in practice?
How planners are meeting the tech stack challenge
Advice professionals say practice management systems are the weakest point in their advice tech, more so than their chosen platforms.
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 can also sit in a chair
There’s a huge gap (hey, good name for a report) between what people who’ve had real advice and planning think about it and what those who haven’t think about it.
The Top Class Wednesday Update isn’t even artificially intelligent
Let’s consider the pronouncements yesterday of Geoffrey Hinton, who stepped down from Google to be the equivalent of that scientist James Cromwell played in I, Robot.
