- Abbey Minogue
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- The Inside Adviser
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- Ye Peng
The wholesale loophole: same game, different name
While much progress has been made in the professionalism of advice, Jamie Nemtsas argues that the wholesale loophole threatens to unravel the industry.
Even long-standing clients can create unexpected AML risk
Many advisers believe long relationships are their best defence against financial crime risk. Under the new AML framework, familiarity is no substitute for...
A guidebook to niching financial advice
Specialising in a niche market is supposed to be the shortcut to a highly profitable advice practice. The reality is more complicated: not all niches create...
Thought leadership for advisers: how to share ideas without giving away the IP
Building credibility is all about the intention and trust that comes from showing knowledge. Advisers should celebrate their intellectual property, not hide it...
The time audit: where a week in a principal's life really goes
For practice principals trying to deliver high-touch service, the gap between intention and reality raises the question of whether a time audit would help...
Automation as a capacity strategy, not a tech strategy
The real advantage of automation lies not in adding more tools, but in deliberately redesigning workflows to protect adviser time and redirect it toward...
Capacity planning: how many clients can your practice really serve well?
The future of advice will involve solving capacity constraints through smarter systems and better use of technology.
Research as the bedrock: John Hortop on building portfolios that last
Robust portfolios are not assembled from themes or market calls. They are constructed through layered research and disciplined implementation.
Built to deliver, not to scale: the growth dilemma for advice
Scaling your practice involves much more than relying on your best advisers to be your growth engine. Building a system for sales is the next opportunity for...
Data first: starting with the fundamentals the key to your technology stack
The most expensive mistake in advice right now isn’t buying the wrong technology. It’s feeding good technology bad data.
When AI 'slopaganda' floods finance, brand clarity becomes a competitive advantage
As AI makes competent communication abundant, brand becomes the commercial differentiator in financial services rather than a cosmetic layer.
Be prepared: Long-volatility, convexity and portfolio efficiency
It's never a question of If, only When will we see a significant left-tail event in risk assets. Here's why large equity-market declines are not rare; and why...
Levera launches conference to highlight the operational efficiencies from outsourcing
For many advisers the biggest pain point is bottlenecks in admin that take them away from their clients. A new conference will explore how robust deployment of...
The four things that actually matter in wealth management firm-building
Wealth management firms do not stall because of bad strategy or weak portfolios. They stall because they never build a real demand engine. This is a clear-eyed...