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Guest Blog

Read the latest industry thoughts and opinions in our regular guest blog.

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Strategy and Data as the Foundation for AI Success in Wealth and Asset Management

In this Guest Blog Edward Russell, Principal Consultant at Solve Partners, highlights that AI amplifies existing organizational capabilities - making strong foundations more valuable and weak foundations more damaging.
Published: November 21, 2025
Author: Edward Russell

Management Liability Market Update: Q3 2025

The Q3 2025 Management Liability market continues to favour clients, with stable or falling premiums and broader coverage options. But with insurers signalling a market bottom, rates may rise ahead.…
Published: October 22, 2025
Author: Jo Newman

Why Cyber Insurance is Not a Substitute for Cyber Risk Management

Cyber insurance can help absorb financial losses after an attack, but it cannot prevent breaches or fix operational, regulatory, or reputational fallout. Financial services firms need proactive, board‑level cyber risk…
Published: September 12, 2025
Author: Lindsay Hill

How D&O insurance can help protect against cyber related liability

As cyber threats grow more frequent and complex, directors and officers face rising personal liability when cybersecurity governance falls short. This article explores how D&O insurance can help protect leaders…
Published: August 19, 2025
Author: Jo Newman

The Role of Digital Identity Verification in Transforming Wealth Management

Digital identity verification is becoming essential in wealth management as firms face rising financial crime, evolving regulations, and growing client demand for seamless digital onboarding. Modern IDV solutions help firms…
Published: July 24, 2025
Author: Sara West

The Government Cyber Governance Code of Practice – it’s a question of leadership

The Government’s new Cyber Governance Code of Practice puts cyber risk firmly at board level. With cyberattacks rising and many firms still lacking basic resilience measures, the Code outlines clear…
Published: July 18, 2025
Author: Lindsay Hill

Progress At Last For Pensions Dashboard

Back in 2018, we were lauding the arrival of a new pensions dashboard – probably the following year. Well, we got that one wrong!
Published: June 12, 2025
Author: Vicky Pearce

Ongoing servicing: FCA findings for firms

A couple of weeks on from the FCA’s commentary on ongoing servicing, what do their findings really mean?
Published: April 24, 2025
Author: Alanis Daniel

Strategic, sustainable and selective: 3 ways to manage retirement income

PIMFA Guest Blog: Alasdair Wilson, Investment Specialist at Verve disscusses 3 ways to manage retirement income
Published: March 31, 2025
Author: Alasdair Wilson

Top considerations for financial intermediaries 2025

We identify the five considerations that we believe financial intermediaries should have front and centre as they look ahead.
Published: March 24, 2025
Author: Sebastian Maciocia

Finding annuity purpose

PIMFA Guest Blog: Finding annuity purpose, here Grant Callaghan, Financial Planning Specialist at We Are Verve, discusses annuity sale increases.
Published: March 11, 2025
Author: Carla Brown

The suitability of suitability reports

As an outsourced, multi-service provider I have seen my fair share of suitability report templates. The good, the bad and the downright (Times New Roman) ugly.
Published: February 6, 2025
Author: Jo Campbell

Why Wealth Management Firms Must Prioritise PEPs and Sanctions Screening

For wealth management firms, trust and credibility are their pillars of success. Clients entrust firms with their life savings, investments, and future security. Any association with individuals or entities involved…
Published: January 30, 2025
Author: Alexander Blayney

Wealth Management: Finding the Industry’s iPod Moment

Wealth management is still waiting for its “iPod moment.” Tom Whittle explores how outdated systems, poor integration, and rising expectations are holding the industry back — and why the next…
Published: January 10, 2025
Author: Tom Whittle

“I Want to Break Free” (from Operational Complexity): Building Scalable Wealth Management Operations for Growth

In an industry where client demands are increasing, wealth managers face the complex task of balancing operational efficiency with comprehensive service offerings.
Published: November 12, 2024
Author: Tariq Khan

Protecting the workforce: preparing for the new duty on employers to prevent sexual harassment

Under the new duty, employers are required to take a proactive approach to tackling sexual harassment, the intention being to shift the emphasis from redress to prevention.
Published: October 29, 2024
Author: Laura Skaanild

Why is the Wealth Management Industry Building Blockbusters When the Consumer Needs Netflix?

The digital generation changed everything. This is why the FCA’s recent Consolidator Review is so important.
Published: October 24, 2024
Author: Tom Whittle

Digital Transformation in Wealth Management: A Path to Efficiency and Compliance

In the fast-paced landscape of wealth management, digital transformation has emerged as a necessity to meet rising client expectations and adapt to evolving regulations.
Published: October 22, 2024
Author: Alexander Blayney

Overview – AI models in the insurance sector

The use of AI models in the insurance sector raises significant concerns, according to Nikhil Rathi, Chief Executive of the Financial Conduct Authority (FCA).
Published: October 8, 2024
Author: Tim Ryan

How to Leverage Real-Time Notifications in a Hybrid Wealth Business

The initial stages of financial planning receive the lion's share of attention in digitalised and physical investment advice experiences. However, once the prospect becomes a client, an important part of…
Published: October 3, 2024
Author: Fredrik Davéus

Avoiding Stress-related Errors

The pressured environment of the wealth management sector can be a breeding ground for stress.
Published: September 24, 2024
Author: Lucie Gosling-Myers
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