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Mark Polson

Mark Polson: Advice firms face 'profound transformation' as specialisation grows

Your profession

Mark Polson: Advice firms face 'profound transformation' as specialisation grows

Regulatory demands and a client-first approach reshaping the role of advisers

clock 11 March 2025 • 2 min read
Platform service worsens as cost of living spurs clients to move assets

Your profession

Platform service worsens as cost of living spurs clients to move assets

'People are needing cash more than ever right now'

clock 28 November 2024 • 2 min read
PFS Conference 2024: Increasing margin must not drive advisers to operate own platforms

Your Business

PFS Conference 2024: Increasing margin must not drive advisers to operate own platforms

Relatively limited upside in face of significantly increased risks

clock 13 November 2024 • 3 min read
SJP headed for difficult talks with advisers and clients after fee overhaul

Your profession

SJP headed for difficult talks with advisers and clients after fee overhaul

New business will no longer include an early withdrawal charge structure

clock 17 October 2023 • 3 min read
Ferguson: Why should 'shonky' fund managers rule platforms?

Wrap/platforms

Ferguson: Why should 'shonky' fund managers rule platforms?

‘Adviser as platform is a perfectly legitimate model’

clock 16 May 2023 • 5 min read
Are most advice firms already operating as manufacturers?

Your Business

Are most advice firms already operating as manufacturers?

‘Manufacturing is a completely different box of frogs than distribution’

clock 15 May 2023 • 3 min read
FS band 'Consumer Duty' to headline Rock for Ukraine gig

Your profession

FS band 'Consumer Duty' to headline Rock for Ukraine gig

Financial services ‘characters’ take to the stage to raise money

clock 19 January 2023 • 2 min read
Industry 'well placed' to live up to FCA's Consumer Duty expectations

Regulation

Industry 'well placed' to live up to FCA's Consumer Duty expectations

FCA wants ‘uplift in standards’ across the board

clock 03 November 2022 • 4 min read
LoA and transfers remain a major issue in the industry

Your Business

LoA and transfers remain a major issue in the industry

The Lang Cat finds letters of authority are taking six months

clock 20 September 2022 • 3 min read
PA360 North: Build branding on 'distinctiveness' not company name

Your profession

PA360 North: Build branding on 'distinctiveness' not company name

What makes your firm different?

clock 09 December 2021 • 1 min read
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