Written by: Kate Phillips – Head of Sales For growing advice firms, scale brings opportunity and pressure in equal measure. More clients mean more impact, but also more administration, more regulation, and more complexity. To thrive, advisers need more than individual tools. They need an ecosystem that supports growth without adding friction. Key Points Scale…
Written by: Nick Ryan, CEO As advisers, one of the first conversations you have with clients is about income and expenditure. Where is money being wasted? What costs no longer serve a purpose? Yet many advice firms tolerate inefficiencies in their own businesses that they would never accept for clients. Subscription sprawl is a growing example….
Understanding who is most likely to benefit from trust planning is often the starting point for better client conversations. Reviewing 2025 data from WAY Trustees gives advisers a clearer picture of who is undertaking estate planning, why it is happening earlier, and where opportunities are being missed. Key Points Trust planning is happening earlier and…
By Andrew Johnston, Chief Investment Officer 2025 reminded advisers that headlines and outcomes rarely match. Political noise, inflation worries and interest rate uncertainty dominated the narrative, yet markets delivered stronger results than many expected. As we move into 2026, concentration risk and valuation discipline matter more than reacting to short-term events. Key Points Political and…
2025 marked a shift from campaigning to governing. Trump’s return put tariffs back in focus – initially unveiled theatrically, before being paused and diluted through negotiations. The US also passed a pro-growth but debt raising tax and deregulation package. In the UK and Europe, higher spending implied higher taxes, while growth slowed and inflation kept…
