15 September 2025 Bain Capital to Acquire Jensten Group, a Leading UK Insurance Distribution Platform 2025 continues to see further acquisition opportunities in the insurance market, with news recently of... Insurance
26 August 2025 Standardised or Personalised? Why Model Portfolios Are Thriving in a Customisation-Driven Era As younger, values-driven investors seek personalised options, it might seem surprising that Model Portfolio Services... Advice Investments Wealth
06 August 2025 Common Sense Isn’t Always Common Practice: Why Good Customer Outcomes Require Cross-Functional Collaboration The Financial Conduct Authority’s latest review into firms’ approaches to the Consumer Duty’s support outcome... Consumer Duty Wealth
05 August 2025 How can firms improve consumer engagement with wealth products? Over the years the wealth management industry has been hindered by excessive regulation. It has... Wealth
21 July 2025 Business, Data, Application & Technology Architecture: A Comprehensive Guide In our previous article, we explored the different levels of IT architecture – Enterprise, Solution,... Tech and AI
17 July 2025 Architecture: Beyond Bricks and Mortar, Guiding Principles for Your IT Solutions Have you ever wondered what the difference is between Enterprise, Solution & Software Architecture? As... Tech and AI
25 June 2025 How Tech can transform Adviser workflows How Technology Can Transform Adviser Workflows In an industry driven by efficiency and accuracy, financial... Advice Tech and AI
24 March 2025 Closing the Gender Pension Gap When discussing financial equity, the gender pension gap can often get overlooked. On average women... Pension
10 November 2021 Traditional face to face advice will disappear? In our team meeting last week, we “forced” a debate (in a nice /... Latest News
