The Top Class Wednesday Update is a strict zero “mind the gap” pun space
Greetings – Mike here. Today is launch day for our 2025 Advice Gap report, so, fresh from the glittering launch event in London earlier this morning, here are a few highlights… First up, the important business of where you can actually read the report. This year we’ve created a brand-new website, www.theadvicegap.co.uk. Thanks to the […]
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 Top Class Wdnsday Updat has donated its E’s
Mark Polson is back for this week’s #Update, dropping E’s (of the letter variety) in tribute to Aberdeen’s name change.
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.
Tax, financial planning and where the two meet
Recent policy changes mean tax planning and more technical advice could be set for a comeback. Is this something the profession is ready for?
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 91%’: Where the advice gap meets reality
Why are more people falling into the advice gap? And could targeted support help bridge the gap? Our latest report looks for answers.
Regenerating the industry: From guidance to transfers
At a recent roundtable, we discussed where the FCA and industry as a whole should ‘regenerate’ and refocus its efforts.
The Top Class Wednesday Update says consensus works
This week we venture to Pensionsland, not for the lulz but to highlight an interesting skirmish led by our own pensions simian Lord McPhail of The Shires.
