Sean McKinven’s Newsround: 2 March
AI doomsday reports, gender and advice and carers’ retirement shortfalls among the highlights.
Heading for a capacity crunch? SOTAN in four charts
Numbers-wise, the advice profession is in rude health. But look more closely and there are signs it is dangerously close to capacity.
New Blood: A view ‘from the floor’
Financial Life Planning’s Joe Jacob shares his experience – from watching his bosses in action to being in the comedians’ firing line.
Sean McKinven’s Newsround: 16 February
What Shakespeare tells us about financial education. Other highlights include the latest platform market stats and Steve on all things paraplanners.
Sean McKinven’s Newsround: 9 February
Coverage from our New Blood event and the launch of SOTAN Wave 8, plus musings on whisky and news of a social network for AI agents.
The Top Class Wednesday Update is fearing and loathing falling into financial services
Sean pens his first TCWU with a look at different routes into advice through the lens of one family – his own.
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.
The Top Class Wednesday Update resists knavery in all its forms
Marks talks consolidators, client outcomes and the FCA in the wake of the regulator’s recent multi-firm review.
The Top Class Wednesday Update is infinite in nature
Steve gets metaphysical as he muses on the infinity of the multiverse and AI.
AI, advice and the dilemmas around client data
AI promises a lot. But as adoption increases, so do the challenges around data security, privacy and whether it actually benefits clients.
