What should wealth firms expect in 2025?
Simplify Consulting’s Carl Woodward on the impact of NI increases, regulation and Consumer Duty on the wealth and advice industry next year
Simplify Consulting
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Simplify: How wealth firms can improve vulnerable client strategies
Firms are not doing enough to support customers with vulnerabilities, writes Jayne Brown
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How behavioural analysis can help firms with Consumer Duty reporting
Simplify Consulting’s Nina Cherry looks at how behavioural analysis can support firms in evidencing and complying with the regulation
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Simplify Consulting’s Monserrate: Hitting the target on customer complaints
One-fifth of respondents to a recent survey said they had changed providers because of a complaint
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One in five clients leave wealth firms due to complaint handling
Complaints procedures ‘still leave a lot to be desired’
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The challenges of the British Isa
Simplify Consulting’s Jayne Brown looks at whether, despite the political fanfare, there really is a strong business case for the British Isa
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Why we simply can’t lose the value of human relationships in ongoing advice
The industry and government need to collaborate to design a human-centric advice model, argues Simplify’s Carl Woodward