Insights & Events

Explore our thinking, expert opinions, discover our ideas and stay up to date with our thought leadership.

Latest Insights

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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
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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
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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
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White Papers

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Follow the Golden Thread – Elevating Complaints Root Cause Analysis
Featured Whitepaper

Follow the Golden Thread – Elevating Complaints Root Cause Analysis

Consistent, scalable, high quality Root Cause Analysis (RCA) is often challenging in wealth complaints management. In partnership with CourtCorrect, our paper Follow The Golden Thread – Elevating Complaints Root Cause Analysis, examines the challenges and considers how AI can be applied and integrated into organisations to optimise RCA.
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Complaints: Going for Gold
Featured Whitepaper
Complaints: Going for Gold
With so many other challenges facing the wealth management sector,…
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Making Waves: Exploring the Future of Wealth Operations
Featured Whitepaper
Making Waves: Exploring the Future of Wealth Operations
Join us as we look at the future of Wealth…
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Re-inventing Annuities: ‘Mix and Match’ innovative retirement income
Featured Whitepaper
Re-inventing Annuities: ‘Mix and Match’ innovative retirement income
Greater innovation is on its way in the UK retirement…
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Podcasts & Webinars

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Vulnerability Campaign: Bradley shares his experiences
In this video Jayne Brown Lead Consultant speaks with Bradley who is a young carer...
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Simplify Podcast: Vulnerability Campaign
In this podcast Wealth Consultants Jo Fulford and Natasha Bridgewater discuss vulnerable customers and enabling...
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Simplify Podcast 33: Tech(no) Women
Gillian Hepburn, Commercial Director, at Benchmark Capital, Cristel Haley, Director of Emerald Analytics and Emma...
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News

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Today's Wills & Probate: Consultant, Nina Cherry shares her thoughts with Today's Wills & Probate...
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Consumer Duty is not doing what it set out to do! What the industry wants from the wholesale review
Investment Week: Head of Frameworks, Dom House shares his thoughts with Investment Week on how...
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Why are wealth management firms simplifying their business models?
FT Adviser: Lead Consultant, Rachel Allen shares her thoughts on why wealth management firms are...