Catwalk is back and open for business
Join us on the lang cat Catwalk, where early stage tech firms demo the cool stuff they are building for advice professionals.
Paraplanning, newbies and AI: SOTAN in three charts
State of the Advice Nation, wave seven, has officially landed. Here’s a snapshot of some of the latest findings that caught our attention.
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?
We divided and conquered…
We have completed #langcatlive but there’s a lot more to come…
SOTAN Needs You
Share your thoughts and experiences of the direction of the advice profession – but you haven’t got long to make your views count.
The Top Class Wednesday Update can’t stop launching
Steve takes the helm for this week’s #Update as he celebrates not only last night’s Scotland draw with Portugal but also the official launch of State of the Advice Nation (wave 7), our big omnibus study on the advice profession.
SOTPN: What next for the platform market?
State of the Platform Nation has landed. Armed with the latest data, Rich Mayor discusses where the platform sector could be headed next.
The Top Class Wednesday Update might make you want to dance
Nicola is on Update duty this week and chats about International Womens’ Day and how it can start conversations industry-wide.
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.
Three State of the Advice Nation findings that took us by surprise
Amid all the data in the latest wave of SOTAN, there were a few results – from paraplanning to AI – that made us sit up and take notice.