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Thought Leadership
Discover expert insights and best practices from our team of industry specialists who have developed cutting-edge software.
Contributors
Anne-Marie Esler
Co-CEO & Co-Founder
Matthew Esler
Co-CEO & Co-Founder
Ben Walsh
Head of Research
Rudy Haddad
Head of Technical Advice
Given the tools, advisers recommend more diverse strategies
If data is the new oil, it's time to move to Texas!
Achieving the unattainable triangle of advice generation – quality, time & value
How technology can drive a ‘golden age of advice’
SOA or not, a financial plan is a must
Professional examines ‘provocative’ question surrounding Code of Ethics
Advice fees stabilise amid political noise on cost
Unique roles present distinctive opportunities for women in advice
How to avoid money traps with seniors’ wills, pension and funerals
AI’s impact on financial advice will bring a new dawn in wealth
Platform proliferation decreasing the value of advice – there is a better way
Switching platforms might be a complex task
The latest costs and strategies in financial advice
The benefits of outsourcing advice generation
QAR to facilitate fintech innovation: Padua
Solving the advice experience gap
The four major problems facing financial advisers – Part 2
Four major problems facing financial advisers – Part 1
Super Splitting Contributions with your spouse
