Are you in Control?
The control environment protects customers and the business from risk. More than a safety [...]
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 [...]
Transfers: Where do we go from here?
Listening in at the Big Picture conference recently and in some of our CX [...]
Simplify Associate Network
At Simplify Consulting our Associate Pool continues to be an integral part of our [...]
Transfers: Will Consumer Duty be the STAR of the show?
The transfer market has been a rapidly evolving space in the financial services industry [...]
Preparing for UK SDR in Client Reporting
The upcoming UK Sustainability Disclosure Requirements (SDR) will have an impact on what information [...]
Wealth Ops: Live!
SIMPLIFY CONSULTING HOSTS FIRST EVER CONFERENCE FOR WEALTH OPERATIONS LEADERS Wealth Ops: Live! will [...]
COP 27 – is it enough?
COP 27 took place at the end of 2021, bringing governments, businesses, and civil [...]
The Big Interview
Following the manifesto from our whitepaper ‘Change starts with bravery’ we wanted to focus [...]
Blockchain in Wealth
The industry disrupter, the future, the next everything. Blockchain has been hyped ever since [...]