Simplify Consulting

Increased engagement should result in more informed retirement planning

'Robo-advice as a term probably won't survive'

Risk comes in how and where AI is deployed by wealth managers

The acquisition market is expected to remain strong

Can drive better outcomes within the firm as well as for customers

Financial worries have direct impact on mental health

'Integration post-acquisition does not have to be so difficult'

'The feedback to the FCA is clear: rules are preferred to guidance'

Advisers have been called to ‘change with the times’ in a new report

The defined benefit pension transfer market has been rapidly evolving