In the dynamic and competitive world of sales, staying ahead of the curve and abreast of processes is crucial for…
The Changing Landscape of Asset Management Distribution
Over time, businesses have begun looking at new methods of distribution, including embracing the digital revolution.…
Chloe Tillman
Adopting Consumer Goods’ Digital Marketing Strategies for Financial Services
By borrowing successful digital marketing strategies from consumer goods firms, or other industries, financial services firms can enhance their online…
Chloe Tillman
The Transformative Potential of Artificial Intelligence in Fintech
AI stands out as a game-changer for the financial services landscape. Its ability to automate complex processes, make data-driven decisions,…
Simon Roderick
What will the impact of AI be on paraplanning?
We see AI as aiding paraplanners, and here are some of the areas we can see AI having some impact.…
Kelly Biggar
Market update – May 23
Inflation is falling, but not as fast hoped for, the IMF has revised its figures upwards for the UK economy,…
Simon Roderick
Leading a high performing accountancy team in Financial Services
Whilst everybody talks about a best-in-class finance team, what are the real strategies for developing a high-performance team?…
Simon Roderick
Specialist & Asset Finance – market update May 23
The asset finance industry is showing strong growth in 2023, with figures released by the Finance & Leasing Association (FLA)…
Kelly Biggar
Market update – April 23
On the return to offices, the current recruitment market, and the state of UK Plc.…
Simon Roderick
On asset management sales professionals and their role
Whilst experienced industry professionals know all about the asset management sales role, less experienced candidates often ask us what it…
Simon Roderick
Why aren’t black founders receiving more venture capital investment?
Research has shown that Black entrepreneurs receive less capital and less favourable terms than their white counterparts, even when they…
Simon Roderick
Why every FCA regulated firm should have the best Head of Compliance they can afford
Having the best Head of Compliance possible is critical for a number of reasons.…