The Importance of Continuous Portfolio Monitoring

By | June 13th, 2018|Categories: Uncategorized|

White Paper - The Importance of Portfolio Monitoring Good paper in the link above on the importance of continual portfolio monitoring in retail wealth propositions today. An essential read for advisory firms considering new additions in [...]

Carl Brazendale Joins Financial Simplicity and Chief Commercial Officer

By | April 20th, 2018|Categories: Uncategorized|

It is with great pleasure that we welcome Carl Brazendale to Financial Simplicity as Chief Commercial Officer. Carl is responsible for the commercial growth of the company.  Carl will also ensure that Financial Simplicity has a [...]

PwC Wealth Report

By | April 3rd, 2018|Categories: Uncategorized|

Some really good themes and content in the PwC report at  

Advisory and Discretionary Portfolio Propositions

By | October 26th, 2017|Categories: Uncategorized|

One the most read articles on our blog is about the pros and cons of advisory and discretionary portfolio services, and the decision to go one way or the other (or both) continues to be [...]

Financial advisers set to become the new fund managers

By | August 29th, 2017|Categories: Uncategorized|

I really like the opening sentence on this article of 'Technology is enabling financial planners to climb the value ladder, but at the same time it is kicking out the rungs behind them as they [...]

The role of AI and Robo in Advice

By | August 17th, 2017|Categories: Uncategorized|

I am really enjoying the heating debate about whether Robo advice will replace human advisors or complement human advisors and in the last month a few thing have to come to light that are starting [...]