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...
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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...
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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...

White Papers

Follow the Golden Thread – Elevating Complaints Root Cause Analysis
Complaints: Going for Gold
Making Waves: Exploring the Future of Wealth Operations
Re-inventing Annuities: ‘Mix and Match’ innovative retirement income

Podcasts & Webinars

Rachel Allen – Welcome to Simplify
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Nick Clarke – Welcome to Simplify
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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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News

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Don’t neglect the human touch in favour of AI?
Money Marketing: Head of Frameworks: Dominic House argues that while artificial intelligence offers efficiency gains...
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The art and science to embedding acquisitions effectively
Wealth DFM: Co-Director, Carl Woodward explores how wealth management firms can effectively integrate acquisitions by...
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Is there more to targeted support than meets the eye?
PA Adviser: Wealth Consultant: Jo Fulford shares her thoughts on whether the FCA’s Targeted Support...