28 June 2023 Transfers: Will Consumer Duty be the STAR of the show? The transfer market has been a rapidly evolving space in the financial services industry over... Latest News
21 June 2023 Preparing for UK SDR in Client Reporting The upcoming UK Sustainability Disclosure Requirements (SDR) will have an impact on what information asset... 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
08 June 2023 COP 27 – is it enough? COP 27 took place at the end of 2021, bringing governments, businesses, and civil society... Latest News
19 May 2023 The Big Interview Following the manifesto from our whitepaper ‘Change starts with bravery’ we wanted to focus our... Latest News
05 April 2023 Will Consumer Duty put restricted advice propositions under pressure? How important is independence when seeking advice? When we look for advice, we are likely... Latest News
16 March 2023 Consumer Duty: Are You Ready? As we approach the Consumer Duty deadline, attention should already be on the interactions with... Latest News
03 February 2023 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... Latest News
19 January 2023 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... Latest News
