06 December 2023 AI: Invisible or Not…. At our Wealth Ops: Live! event in October we had a fascinating discussion with Nick... Latest News
13 July 2023 Transfers: Where do we go from here? Listening in at the Big Picture conference recently and in some of our CX interviews... Latest News
16 March 2023 Consumer Duty: Are You Ready? As we approach the Consumer Duty deadline, attention should already be on the interactions with... Latest News
13 February 2023 Advisers and the Advice Gap: What’s the Answer? Over the past 10 years the adviser community has come under increasing pressure from a... Latest News
30 June 2022 Inflating Cost or Service? How to survive the margin squeeze Inflating Cost or Service? How to survive the margin squeeze Now more than ever, a... Latest News
10 March 2022 Drawing the Line Over the past few weeks, events in Ukraine and the increased focus on Russia has... Latest News
01 February 2022 Optimising Operational Functions Carl Woodward Director .. Optimising Operational functions for our clients is one of our core... Latest News
02 November 2021 Post Budget: ISA Subscriptions Carl Woodward Director .. Last week, my colleague Dom House speculated upon the outcome of... Latest News
12 August 2021 Picking the Right Methodology Carl Woodward Director .. A few years ago, I was actively involved in a Lean... Latest News
