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Will Consumer Duty put restricted advice propositions under pressure?
How important is independence when seeking advice? When we look for advice, we are likely...
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Taking small steps to make big change
The first three months are finally behind us and resolutions made at New Year have...
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Consumer Duty: Are You Ready?
As we approach the Consumer Duty deadline, attention should already be on the interactions with...
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Advisers and the Advice Gap: What’s the Answer?
Over the past 10 years the adviser community has come under increasing pressure from a...
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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...
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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...
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Elevate Your Strategy with a Visually Dynamic Operating Model
An operating model is the blueprint of an organisation’s processes, roles, and responsibilities. It defines...
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Meet the Team – Emma Norris Head of Portfolio
Meet the Simplify Consultant: In a series of interviews, we will introduce you to the...
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Simplify directors Kate and Carl look ahead to 2023
Welcome to our interview with Kate Monserrate and Carl Woodward, co-founders and directors of Simplify...