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
AI: A ‘wow’ moment for platforms and advice?
We are starting to see signs of AI slowly but surely finding its way into advice. And it’s a trend platforms and providers are seeing too.
So. That was #langcatlive REGENERATE
A little round up of useful information and links from our #langcatlive event REGENERATE on 8 February.
The Top Class Wednesday Update doesn’t do emotional outflows
In a January marked by redundancies, distribution challenge, margin squeeze and general tetchiness, Mark reflects on the state of the platform market.
The Top Class Wednesday Update has been eating mince pies since October and will not be accepting criticism
Ben counts down to Christmas, looks back at last year’s CII / PFS ‘Christmas Coup’ and isn’t convinced we’ll see a big name platform go out of business anytime soon.
