Model Office

Streamline client file reviews and compliance document audits

Helps advice firms with governance, risk and compliance challenges

Developing an AI strategy to manage risk and empower growth

Latest Dear CEO letter from regulator speaks volumes

A look at where work still needs to be done as we move to the next phase

'This was always going to be a big challenge for adviser firms'

Benchmarked against four Consumer Duty outcomes

The industry’s best in technology, risk-profiling, client engagement and more

'Looking both ways across the value chain'

Model Office fourth annual benchmark report highlights firms’ concerns