The Top Class Wednesday Update will build you a lovely universe
Mark suggests a new exam for advice pros: universe-building, aka the skill of creating a successful financial planning proposition.
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.
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 is flipping heart shaped pancakes
Ben reflects on our Regenerate event last week, shares thoughts on Nucleus’ latest acquisition and points you to our latest State Of The Advice Nation report.
The Top Class Wednesday Update will see you after the show
After a final punt for our Regenerate event. Mark trains the stage lights on platform flows for 2023 and it’s not a pretty picture …
