Simplify Blogs
Preparing for UK SDR in Client Reporting
The upcoming UK Sustainability Disclosure Requirements (SDR) will have an impact on what information asset managers will need to include in fund literature, disclosures [...]
Wealth Ops: Live!
SIMPLIFY CONSULTING HOSTS FIRST EVER CONFERENCE FOR WEALTH OPERATIONS LEADERS Wealth Ops: Live! will address the key technology, customer and regulatory issues affecting operations [...]
COP 27 – is it enough?
COP 27 took place at the end of 2021, bringing governments, businesses, and civil society groups together to address the global problems associated with [...]
The Big Interview
Following the manifesto from our whitepaper ‘Change starts with bravery’ we wanted to focus our attention on helping students, particularly females to expand their [...]
Blockchain in Wealth
The industry disrupter, the future, the next everything. Blockchain has been hyped ever since it was introduced into the mainstream during the early 2010’s. [...]
Will Consumer Duty put restricted advice propositions under pressure?
How important is independence when seeking advice? When we look for advice, we are likely to reach out to someone who understands the subject, [...]
Taking small steps to make big change
The first three months are finally behind us and resolutions made at New Year have all but faded away. Maybe we will try again [...]
Consumer Duty: Are You Ready?
As we approach the Consumer Duty deadline, attention should already be on the interactions with customers that sit front and centre of a communications [...]
Advisers and the Advice Gap: What’s the Answer?
Over the past 10 years the adviser community has come under increasing pressure from a variety of different avenues; whether that has been the [...]
How men can act as allies in support of gender equality
In 2022 Simplify Consulting wrote a whitepaper The Gender Gap: Change Starts With Bravery which shone a light on the challenges facing the wealth [...]
Why Consumer Duty may trigger more innovation focussed on the customer
2023 may well be the year of the consumer for wealth management. The new Consumer Duty regulations are due to hit in the summer, [...]
Meet the Team – Emma Norris Head of Portfolio
Meet the Simplify Consultant: In a series of interviews, we will introduce you to the consultants from the Simplify Consulting team. Today we meet [...]