Mark Polson gives a masterclass on the 'pivot' in today's #Update, gliding seamlessly from singers in masks to adviser concerns about consolidators.
Read his thoughts in full on our website:
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Mark Polson gives a masterclass on the 'pivot' in today's #Update, gliding seamlessly from singers in masks to adviser concerns about consolidators.
Read his thoughts in full on our website:
Steve Nelson takes over the #Update duties this week and heβs trying to avoid thinking about the big pink elephantβ¦and the online noise surrounding recent market volatility.
Read his full #Update on our website: thelangcat.co.uk/the-top-clas...
In a week where markets are trampolining, @theactualpolson.bsky.social takes a look at some fresh research on how investors deal with volatility and also reflects on 10 years of pensions freedom.
You can read Markβs full #Update here: thelangcat.co.uk/tcwu-dont-ch...
The final #Update of the 24/25 tax year is here and, to mark the occasion, @theactualpolson.bsky.social has dedicated it to some of the latest regulation and policy news thatβs been making the headlines.
Read Mark's #Update here: thelangcat.co.uk/the-top-clas...
Rich Mayor returns for this weekβs #Update which can only mean one thing - itβs time to see how platforms have been doing.
Read his #Update on our website: thelangcat.co.uk/the-top-clas...
Are you an early stage #advicetech firm wondering whether to apply to Catwalk this year? Apply and demo your tech in front of our High Inquistors in June thelangcat.co.uk/catwalk-is-b...
Need more persuasion? Last year's Best in Show winners Joseph Williams from ZeroKey talks through the process:
Ben Hammond takes the helm for this weekβs #Update and heβs mulling over the changing views of AI within the financial services industry and the ethics surrounding the use of new tech.
Read Benβs full #Update on our website: thelangcat.co.uk/the-top-clas...
Catwalk, our event focused on emerging tech designed with advice professionals in mind, is making a comeback - June 5 in London.
thelangcat.co.uk/catwalk-is-b...
Applications are open now for those who would like to demo their tech - ticket details at the same link. See you all there in June!
@theactualpolson.bsky.social is back for this weekβs #Update, dropping Eβs (of the letter variety) in tribute to Aberdeenβs name change.
Read Markβs full #Update here: thelangcat.co.uk/the-top-clas...
Box Office Mike Barratt takes the helm for this weekβs #Update and thereβs only one topic of discussion this week β the outcome of the FCAβs ongoing advice review.
Read Mikeβs #Update in full on our website: thelangcat.co.uk/the-top-clas...
@theactualpolson.bsky.social talks pensions (and some platform pricing) in this week's #Update, sparked by an unexpected state pension discussion onstage at a recent Fish gig.
Read his full #Update here: thelangcat.co.uk/the-top-clas...
@theactualpolson.bsky.social is back in Godβs country and is reflecting on last weekβs #langcatlive event in London in today's #Update.
Read it in full on our website: thelangcat.co.uk/the-top-clas...
And thereβs still time to donate to our charity partner and support the Samaritansβ important work.
That's it from #langcatlive Divide & Conquer. See you next time.
If youβd like to come along to a lang cat event, weβre back in London on 5th June and in Glasgow on 30th September. Check out our website for more details: https://buff.ly/47HU3xL
#langcatlive
Thank you to all our delegates who came along and joined in the debate.
Thanks to our event partner Parallel Blue for their huge contribution behind the scenes.
And finally huge thanks to all the lang cats on stage, off stage and back at the office. Best team ever π»
#langcatlive
Thank you to our brilliant speakers for their contributions throughout the day: Zara Okoro, Samantha Gratton, Roddy Munro, Victor Sacks, Dan Wiltshire, Peter Coleman, James Wallis, Sara Woodroffe, Verona Kenny, Amanda Mayes, Steve Levin, Caroline Stuart, Pete Matthew and Philippa Hann.
#langcatlive
Weβve had an amazing day at Divide & Conquer #langcatlive.
Thank you again to our sponsors: Quilter for Advisers, Fundment, abrdn Adviser, Aegon UK, Morningstar Wealth EMEA and Wesleyan.
Natalie Holt takes us into Divide & Conquer 3: Navigating division and still keeping clients at the heart, with Caroline Stuart, Sparrow Paraplanning, Pete Matthew, Meaningful Money / Jacksons, and Philippa Hann, Paradigm Norton.
#langcatlive
Next up at Divide & Conquer, Mark Polson has a fireside chat with Steven Levin, CEO of Quilter.
Talking about the priorities for the platform sector, Steve says there's still work to be done on integrating systems more effectively.
#langcatlive
Our session: Divide & Conquer: When the balance is disturbed, features Mike Barrett talking about platforms 10 years on from our Platforms Are Dead event. "Back in 2015, vertical integration was a dirty word. Now every platform operating at scale has some sort of vertical integration."
#langcatlive
Natalie Holt introduces our first session: Divide & Conquer: the tribes are massing. With Sara Woodroffe, FCA, Verona Kenny, abrdn and Amanda Mayes, Magus Wealth.
#langcatlive
We're also proudly supporting Samaritans as our charity partner for this event.
#langcatlive
Divide & Conquer is all about exploring the relationships between the advice profession, providers and the regulator. Mark Polson says in a perfect world, they should all work in balance, but in reality, there's always an imbalance. But are we actually holding each other to account?
#langcatlive
We couldn't put these events on without the generosity of our sponsors. Thank you to Quilter, abrdn, Fundment, Aegon, Morningstar Wealth and Wesleyan.
#langcatlive
After launching our State of the Advice Nation (#SOTAN) research this morning, weβre back with the main agenda for this yearβs #langcatlive: Divide & Conquer.
06.02.2025 13:23 β π 0 π 0 π¬ 0 π 0Our full #SOTAN report is now live. If you'd like to find out more about the research, there's more information over on our website: https://buff.ly/3SEPgaO
#langcatlive
Year on year we measure where business owners feel they are headed in the next five years. In Wave 7 of #SOTAN we saw a moderate uptick year on year in consolidation expectations and a dip in succession planning.
#langcatlive
Rich Mayor chats to Peter Coleman, Kingswood, and James Wallis, Aristotle Financial Planning about our third theme: consolidation. And client outcomes.
#langcatlive #SOTAN
We asked #SOTAN respondents whether recent changes to CGT had impacted firms. Just 14% had seen no impact on them or their firm.
#langcatlive
Next up, Katey Pigden talks to Roddy Munro, Quilter, Victor Sacks, VS Associates, and Dan Wiltshire, Wiltshire Wealth, about our second theme: Positioning your IFA business between advice and planning. And client outcomes.
#langcatlive #SOTAN