Collaborator News
The great wealth transfer – the opportunity is now!
As trillions in wealth shift across generations, financial advisers face both risks and opportunities. Justine Randall, Chief Commercial Officer at Tatton, examines how firms can
AI won’t replace advisers but it will replace excuses
Gabriella Peters, ACA Partnerships & GTM, at Saturn explains: Let’s talk about compliance not as a burden, but as the biggest missed opportunity in financial
A professional revolution for IFAs?
Nicholas Ryan – CEO -Pilot Financial Systems explains: Two young(ish!) IFAs, frustrated with the proliferation of expensive, clunky advice software, have simply decided to go
What is Core-Satellite Investing, and Why Would Investors Use It?
Aspen explains: Core-satellite investing is a flexible approach to portfolio construction that blends the stability of broad market exposure with the precision of targeted strategies.
The Quiet Revolution: How Back-Office Transformation Is Shaping the Future of Advice
Saturn explains: When we talk about innovation in Wealth Management, most of the conversation sits up front. Client portals, cashflow tools, onboarding journeys. All important,
Stay Ahead of Risk: Why Professional Indemnity Goes Beyond Just Insurance
John Netting at BareRock explains: Here at BareRock we take a different approach to PI insurance. As part of how we support firms with more
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