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.
How planners are meeting the tech stack challenge
Advice professionals say practice management systems are the weakest point in their advice tech, more so than their chosen platforms.
The evolution of platforms: For better or worse?
When it comes to change and innovation, platforms would argue they are changing all the time – constantly building improvements in functionality and service.
The big platform debate: Where does innovation come from?
The setpiece debate at our recent HomeGame 3 event in Edinburgh looked at where change and innovation comes from in the platform market.
The Top Class Wednesday Update has got deja vu
Last Friday it was the turn of Platform CEOs to have their weekend ruined, with the now traditional Friday afternoon publication of a Dear CEO letter.
The Top Class Wednesday Update is sat in the dressing room at half time
Rich Mayor steps in to provide news and insights on platform growth. The striking line in the graph is … um … the line for outflows.
“Perception is reality”: The provider view on service
In the final part of our mini-series on service and what it really means, we hear from abrdn chief commercial and strategy officer Jonny Black.