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.
The Top Class Wednesday Update won’t keep you
It’s Budget day, siblings, so I won’t keep you too long. In fact I can’t ever keep you. This is just an email; I haven’t got you trussed up in a corner somewhere.
The Top Class Wednesday Update is quite Consumer Dutery
In times like this one must reach for nice things, and so I’m going to ignore Consumer Duty, and concentrate on our Home Truths event, next Thursday.
Start the year afresh with The Top Class Wednesday Update
What have we learned from the hot mess that was 2022? How will we ascend, overcome and quite literally carpe the diem out of 2023?
The Top Class Wednesday Update feels your ennui
Well, we’re in it now. 22% inflation, anyone? And the solution is…to drill more oil wells which might be operational in 25 years’ time. I think the only rational response here is either to go round blindfolded and ear-plugged in an attempt to avoid all this, or to get absolutely stocious and watch Mikael Gorbachev’s […]
The Top Class Wednesday Update is fighting inlfation
Happy Wednesday everybody, if indeed it is a happy Wednesday. I’m struck today by the cover of City AM, which isn’t usually required reading in the fine port of Leith, but which is when it looks like this. No doubt that things are tough, but your faithful Update is doing its bit to fight inflation […]
How to survive Consumer Duty
Tom McPhail and Mike Barrett talk through the key issues from the 200-odd pages from the FCA’s Consumer Duty papers.
