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...
07 May 2025 SIMPLIFY CONSULTING APPOINTS COO AND HEAD OF WEALTH PRACTICE PRESS RELEASE: Simplify Consulting appoints COO Louise Greig and Head of Wealth Practice Nick Clarke...
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....
