Client review meeting tips

Our latest Advice Tech stack report reveals that advice firms are spending an average of 105 days per year per adviser preparing for client reviews.

Why consolidation activity will slow

The consolidation trend in the UK financial adviser market is tailing off. The headlines might suggest otherwise, but our hunch is that the pace of new deals is slowing.

Financial advisers open to new tech but Covid honeymoon is over

Financial adviser market UK: Evidence of consolidation in latest FCA data

White-labelling and the implications for providers

Cathi Harrison, Verve Group CEO on the entrepreneur’s journey in financial services