Polson on Platforms part 2
Lee Robertson chats to Mark about why the outlook for platforms is looking a bit more rosy and the power of tech to fix industry issues.
The Top Class Wednesday Update is certainly uncertain
Rich Mayor takes a deep dive into how advised platforms fared in Q1, and why net sales have been so hard to come by.
The Top Class Wednesday Update gives teenage platform analysis
Mark shares some highlights from our latest State of the Platform Nation report, 13 (!) years on from the first ever platform pricing guide.
The new old world of life cos, platforms and advice
What our latest State of the Platform Nation report tells us about the shifting sands of the platform market, and the products and services set to make a comeback.
Steven Levin: “We want to build you a model for future clients”
Quilter CEO Steven Levin chats to Mark about business models, platform personalisation and how to ‘incubate’ the advice clients of the future.
Divide and Conquer – In the blue corner…
Hear what the FCA and Quilter CEO Steven Levin have to say on advice and guidance, VI and the relationship between regulator and regulated.
Introducing #langcatlive Divide and Conquer
Now booking for our next #langcatlive gig – Divide and Conquer. We are an industry and profession divided – but can we find a way through?
The Top Class Wednesday Update says go fly a kite
Mark is is hoping no cats were eaten while musing on potential hikes in CGT and recommending old-school analysis.
Inside FNZ’s acquisition strategy
What’s the difference between deals that get done and those that get left on the table? We speak to FNZ’s Din Mustaffa to find out.
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
