Simplify Consulting News Today

Nina Cherry and Aneta Murdza explore the outcomes of the Advice Guidance Boundary Review...

Since the joint consultation response on Value for Money (VfM) was issued by the Department for Work and Pensions (DWP), The Financial Conduct Authority (FCA) and The Pensions Regulator (TPR) in July, it’s all been quiet as to what happens next.

Investment Week asked several experts what they foresee the focus on ‘value for consumers' will bring in 2024.

Good morning and welcome to your Morning Briefing for Tuesday 19 September 2023. To get this in your inbox every morning click here. HL client growth slows Hargreaves Lansdown welcomed 67,000 new clients to its platform in the latest financial. Although still on an upward trajectory, the number was significantly down

Advice firms need to “focus on relationships, not transactions”, according to Simplify Consulting.

Dominic House looks at restricted advice through the lens of Consumer Duty and asks if the new regulation will increase pressure on the model

These are the findings of a new survey from asset and wealth management consultancy firm, Simplify Consulting.

Financial communications remain too complex and many are not read by clients at all, research has found.

Incorrectly resourcing projects is a frequent issue in wealth operations, writes Mike Penny. Here he outlines how to get it right...

Gender bias remains a problem. Our white paper explores the challenges facing financial services, and the actions to close the gap.