Why bringing the Advice Gap requires a reset of ambition, supportive regulation, and an overhaul of legacy technology and operating models

A ten-step guide to platform switching and automated asset transfer

The role of an in-house platform support team for an Adviser-Controlled Platform and size

A three-step approach to replatforming and focusing on the features that really make a difference.

Scene setter for a series of articles that will provide a step-by-step guide to replatforming using automated tools

Advice firm consolidation: the enhanced capabilities required to deliver value in the face of increased regulatory scrutiny.

Thoughts on financial platforms and technologies.

How firms can encourage clients with modest investments to engage digitally to reduce avoidable contacts.

The Cost to Serve metric is a powerful tool for firms to optimise their operations, improve profitability, and enhance customer experience.

Are legacy providers set for extinction? Get ahead of the game and don’t wait for the shock wave.

How AI can be used to automate client meeting notes

Automating the LOA process; maximising the work not done