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…
