Hear from our Collaborators
Hear from Ben Edwards – Director at Albion. Your clients are typically in one of two phases of their lives: accumulating, or decumulating. For the best client experience, both require the other to be done well to give the best chance of a client meeting their goals. This newsletter focuses primarily on the latter. The…
How disconnected workflows slow your firm down, and what you can do about it As a wealth manager, you’re facing more pressure than ever. Rising client expectations, growing regulatory complexity and a competitive landscape driven by digital-first challengers all require firms to work smarter. For many advice firms, technology offers both a lifeline and a…
When clients come to you, they’re not asking about portfolio theory, alpha, or standard deviations. What really keeps them awake at night is much simpler – and far more human. They’re asking: Will my money last? Can I retire early and live the life I’ve worked hard for? Will my family be OK if something…
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 strengthen client relationships and adapt to changing expectations. Intergenerational wealth planning has been a hot topic in the advice space for some time – let’s consider the opportunities and risks…
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 planning. Being a former Big Four auditor has its merits beyond just irritating management and finance teams. It’s taught me that compliance isn’t inherently hard, it’s just manual and repetitive,…
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 ahead and build their own. Now, partly funded by a UKRI Innovate UK award, they’re launching Pilot. Buckinghamshire-based Nick Ryan and Dave Mills together comprise more than 35 years’ combined experience…
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. It allows investors to build portfolios that are not only cost-effective and diversified but also tailored to their personal goals, time horizons, and preferences. The approach divides a portfolio into…
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, all valuable but increasingly, not where the real transformation is happening.Because quietly, and often without much credit, it’s operations teams that are driving the most meaningful change in advice businesses.These…
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 than just insurance coverage, we regularly issue guidance and commentary on emerging and current risks that matter to financial advice practices like yours.We want our BareRock Briefings to be an…
Kate Phillips at Timeline explains: In case you missed Adviser 3.0 in May, Abraham, Timeline’s CEO shared our thoughts on the pace of change, AI & the future of advice. Here’s what it boils down to: The ground beneath our profession is shifting fast. AI is already transforming how we work. And while that might…
