International Women’s Day. Not just for one day.
The focus on women’s advancement can’t just be limited to one day, whether it's [...]
Assessment of Value: Investor Impacts
In August 2023 the FCA published their latest report¹ after visiting 14 Asset Fund [...]
VFM – Getting the Ball Rolling
Since the Value For Money (VFM) consultation response was jointly issued by the Department [...]
AI: Invisible or Not….
At our Wealth Ops: Live! event in October we had a fascinating discussion with [...]
The Evolving Advice Journey
Artificial Intelligence (AI) has become a common software being adopted across a wide breadth [...]
What is Future of Advice?
Future of Advice is a collaboration of local advisers, universities, Simplify Consulting and The [...]
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 [...]
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 [...]
Wealth Ops: Live!
SIMPLIFY CONSULTING HOSTS FIRST EVER CONFERENCE FOR WEALTH OPERATIONS LEADERS Wealth Ops: Live! will [...]