Here we share our latest thinking with articles, updates and blogs that examine the trends, risks and opportunities facing the advice industry.
Your business23 September, 2016
Reflection – 10 years of the Wrap platform
Our UK Distribution Director and one of the first adopters of Wrap talk about how things have progressed.
Adviser technology16 September, 2016
The modern adviser
Let's look at how the role of an adviser has changed over the last decade.
Your business6 September, 2016
The Wrap platform: a transformation
Monahans Financial Services is a firm of 4 advisers and around 16 supporting staff. In this article, Simon Ewings from Monahans shares his early experience of the Wrap platform.
Adviser technology11 August, 2016
The Future of Advice
Technology plays a massive role in Adviser Businesses. Some of our early adopters of Wrap talk about what impact they think it has on the advice business.
Your future11 August, 2016
Embracing technology: Tiller's Proposed Laws of Robo-Advice
Don't be afraid – David Tiller explores the future of advice and the impact robo-advice will really have on adviser business.
Your business11 August, 2016
The Wrap platform isn't just a piece of kit
Nicola Ledger, one of our Platform Consultants, shares her experiences from the last decade.
Adviser technology15 July, 2016
Technology is not a threat to the adviser business
Is technology the answer to fill the advice gap? David Tiller explores why it most definitely is.
Your business20 May, 2016
Life before wrap
Stewart Mackay of Mackay Hall Financial Services shares his experiences from the last ten years.
Your business19 May, 2016
A firm of seven advisers: how to efficiently manage assets
Find out what impact the Wrap platform has had on one of the first ever adopters of our platform.