15 January 2024 Assessment of Value: Investor Impacts In August 2023 the FCA published their latest report¹ after visiting 14 Asset Fund Managers... Latest News
10 January 2024 VFM – Getting the Ball Rolling Since the Value For Money (VFM) consultation response was jointly issued by the Department for... Latest News
06 December 2023 AI: Invisible or Not…. At our Wealth Ops: Live! event in October we had a fascinating discussion with Nick... Latest News
13 November 2023 The Evolving Advice Journey Artificial Intelligence (AI) has become a common software being adopted across a wide breadth of... Advice
17 October 2023 What is Future of Advice? Future of Advice is a collaboration of local advisers, universities, Simplify Consulting and The Personal... Latest News
23 August 2023 Are Investment Providers Profiteering by Not Passing on Better Base Rate Changes? After a period of continuous rises in interest rates by the Bank of England (BoE),... Latest News
26 July 2023 Do customers really understand what type of advice they sign up for? Does it matter? The advice landscape is quite complex with varying levels of independence a customer is exposed... Latest News
13 July 2023 Transfers: Where do we go from here? Listening in at the Big Picture conference recently and in some of our CX interviews... Latest News
12 June 2023 Wealth Ops: Live! SIMPLIFY CONSULTING HOSTS FIRST EVER CONFERENCE FOR WEALTH OPERATIONS LEADERS Wealth Ops: Live! will address... Latest News
