Operations and IT in the face of change
Our recent Wealth Ops: Live! Conference in October looked at the changing face of [...]
AI: Invisible or Not….
At our Wealth Ops: Live! event in October we had a fascinating discussion with [...]
Future of the Wealth Ops Workforce
Over the last few weeks, there has been the publication of Simplify Consulting’s Whitepaper, [...]
Vulnerability Campaign: Utilising tech and AI
Natasha Bridgewater Wealth Consultant [...]
Vulnerability Campaign: Customer-Centric Process Design
Well-known and hotly anticipated regulation changes this year saw the pre-existing Vulnerable Customer Guidance [...]
The Evolving Advice Journey
Artificial Intelligence (AI) has become a common software being adopted across a wide breadth [...]
What is the future for PMO?
.. The objective of the PMO is to support the business to [...]
What is Future of Advice?
Future of Advice is a collaboration of local advisers, universities, Simplify Consulting and The [...]
How “Sustainable” is your Pension?
.. As the demographic of investors gets younger the focus on impact [...]