The Top Class Wednesday Update rarely features in guidance class
This week, a thought experiment from Steve, and the visibility (or lack of it) of careers in financial planning.
Financial Planning LIVE: The handover
Meet the next set of intrepid planners taking on the challenge of Financial Planning LIVE in London next month.
New Blood: A tale from both sides
The risks, but mostly the benefits, of attracting new talent to the profession – as told by one director and one new joiner.
New Blood 2: What’s on the agenda
Join us at New Blood 2: No Wrong Path to continue the conversation on new talent and showcasing financial planning to the next generation.
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?
