Owen James brought together senior leaders from across the northern advice market for A Meeting of Minds Winning Advisers North event. Their Scene Setter research sets out to uncover what’s keeping firms busy, and what’s holding them back.

Tessa Lee, our Managing Director, recently joined 50+ senior leaders from the wealth management community at the Spring WealthTech Matters: The Business, hosted by Owen James.

89% of advisers report that time wasted on poor platform service could have been used to win new clients. Beyond the hit to productivity and revenue, clunky switching damages client relationships. What’s driving this inefficiency?

Tessa Lee, managing director at moneyinfo, recently explored how to overcome the challenges advisers face in meeting clients' digital expectations in an article featured on Professional Adviser.

We're on the brink of  a tech-driven revolution that's shaking up how we work, how we advise and how we connect. So, what's shaping the future of financial advice?

In this article, we will highlight how the client expectation gap is an opportunity for firms that want to stand out from their competitors and deliver a service that exceeds client’s expectations. 

By embracing digital transformation, Clifton has enhanced client loyalty, streamlined operations, and made a positive environmental impact. Here are some highlights from Clifton’s journey.

Research from Money Marketing reveals an emerging trend: younger clients increasingly expect financial advice to be available through mobile apps. How do we engage tomorrow’s high earners?

An increasing number of the firms featured in this year’s Top 100 have chosen moneyinfo. Let’s take a closer look at how some of these standout firms are creating impact.

The client onboarding experience is one of the many processes in financial technology that doesn’t meet the demands of the modern client. Find out how we’re on a mission to change that.

As the Autumn Budget is announced, your clients are likely feeling anxious. In times of economic uncertainty, the ability to provide clear, timely, and relevant advice is more critical than ever.

We were featured in Financial Planning Today, IFA Magazine, and Money Marketing, announcing our team up with Transact to enhance client document delivery.