10 October 2024 Prioritising Mental Health in the Workplace Today, 10th October, we celebrate World Mental Health Day. The theme set by the World... Latest News
09 October 2024 Measuring Success: Return on Loyalty vs Return on Investment? The crux of the issue is this; despite all of the technology advancement across industry... Investments
02 October 2024 Transforming Contact Centres with AI: A New Era As customer contact centres in the wealth industry grapple with numerous obstacles, service providers are... Latest News
27 August 2024 The Journey to IMpower Incorporating FundForum Just over a month ago, I represented Simplify Consulting as a speaker at the IMpower... Latest News
19 August 2024 Is Hyper-Personalisation in Client Segregation Inevitable? Clients are growing up in a rapidly evolving digital environment where they expect the same... Latest News
16 July 2024 Cause and Effect – Ongoing Advice The latest news that Quilter have been invited to partake in a skilled person review... Advice
10 July 2024 Challenges of the British ISA With the possibility of a British ISA being launched later this year, and the consultation... Investments
28 May 2024 Wealthy Mind, Healthy Body: Nurturing Financial Well-Being Last week was Mental Health Awareness week, a key week in the year which promotes... CSR
23 May 2024 Behind The Scenes With AI There is no doubt that we have only glimpsed Artificial Intelligence’s (AI) potential, but what... Latest News
