30 April 2026 Wealth managers warned about surge in AI-drafted client complaints CityWire: Highlights Simplify Consulting research warning that AI‑drafted client complaints are rising, increasing operational pressure...
17 March 2026 Deep Dive: Increased demand for personalisation masks value concerns Investment Week: Practice Director, Michael James shares his thoughts on how competition and consolidation is...
30 October 2025 Future of data architecture: Where we’re going, we need roads…. PA Adviser: Consultant, Antonietta Price shares her thoughts on how shifting data architecture can enable...
16 September 2025 M&G Wealth platform boss joins consultancy’s board Citywire: M&G Wealth Platform CEO Richard Denning has joined Simplify Consulting as a non-executive director....
09 September 2025 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...
08 September 2025 The art and science to embedding acquisitions effectively Wealth DFM: Co-Director, Carl Woodward explores how wealth management firms can effectively integrate acquisitions by...
04 September 2025 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...
19 August 2025 Could digital pensions dashboards ease the burden of estate administration for executors Today's Wills & Probate: Consultant, Nina Cherry shares her thoughts with Today's Wills & Probate...
29 July 2025 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...
24 July 2025 Why are wealth management firms simplifying their business models? FT Adviser: Lead Consultant, Rachel Allen shares her thoughts on why wealth management firms are...
03 July 2025 Do the FCAs targeted support proposals go far enough to close the advice gap? PA Adviser: Consultant Jo Fulford with other Industry experts react to the FCA’s ‘once in...
01 July 2025 How can firms improve client engagement with wealth products? Professional Adviser: Delivery Specialist James Wood shares his thoughts with Professional Adviser on how enhancing...
06 June 2025 FCA leads international crack down on illegal finfluencers FT Adviser: Giang Hughes provides commentary on the Financial Conduct Authority joining forces with regulators...
02 June 2025 Consumer Duty: Wealth managers must do more to protect vulnerable customers PA Adviser: Consultant Natasha Bridgewater shares her thoughts on The Vulnerability Review undertaken by the...
20 May 2025 Is the FCA’s AI testing service an opportunity for wealth managers? The WealthNet: Wealth Consultant Richard Shearwood shares his thoughts on the FCA's announcement on launching...
19 May 2025 FCA Financial Lives Survey sparks industry calls for investment culture shift and greater support – reaction IFA Magazine: Dominic House Lead Consultant shares his views - FCA Financial Lives Survey sparks...
15 May 2025 Why wealth firms need to take complaints more seriously Portfolio Adviser May 2025: Lead Consultant Dom House shares his thoughts with Portfolio Adviser on...
15 May 2025 Duty of care Portfolio Adviser May 2025: While good progress is being made by firms towards meeting Consumer...
14 May 2025 Majority of young people don’t know financial education is on the curriculum This is Money: Giang Hughes shares her thoughts on financial education in the article 'Majority...
06 May 2025 Financial Ombudsman Service received over 140,000 complaints in the second half of 2024 IFA Magazine: Dom House shares his views on data published by the Financial Ombudsman Service...
01 May 2025 How will advisers know their clients are vulnerable? FT Adviser: Jo Fulford writes writes for FT Adviser sharing her thoughts on what firms...
08 April 2025 Regulatory outlook: Consumer Duty due diligence is a thorny problem Portfolio Adviser: Wealth Consultant Jo Fulford shares her thoughts on Consumer Duty, Operational Resilience and...
07 April 2025 How could the government reform ISAs? City AM: Dom House Lead Consultant shares his expert opinion with City AM alongside other...
01 April 2025 The Wealth Show podcast: How are wealth firms integrating their businesses? The Wealth Show podcast: In this episode, we’re joined by Carl Woodward, co-founder of Simplify...
25 March 2025 Industry rejoices at FCA’s shift away from prescription but standards must be upheld Investment Week: Wealth Consultant Mike Penny shares his thoughts in Investment Week along with other...
11 March 2025 IWD We could have had it all IFA Magazine: Giang Hughes writes for International Women's Day reflecting on the progress made towards...
10 March 2025 How the wealth industry can tackle the gender pensions gap. #IWD25 | How the wealth industry can tackle the Gender Pension Gap, according to Kirstin...
07 March 2025 Industry needs to be proactive not reactive to vulnerability Following the FCA's vulnerable customer research, which revealed that only 40% of vulnerable customers disclosed...
04 March 2025 What can wealth firms do to create customer controlled experiences? Discover how the shift to a customer-centric approach in wealth management is transforming service delivery....
