Blog & News

This white paper is a practical roadmap to tripling the value of your firm, built on real evidence rather than aspiration.   The challenge is no longer a mystery. The sector is up against a structural capacity limit, and independent surveys such as Trustnet’s make it plain that the main blockage sits in administrative workflows, especially suitability and review reporting. Our own audits at Jigsaw Tree have shown that when these processes are redesigned with a blend of people

Having collaborated with numerous firms in implementing and utilising client portals, including those from various providers, practice...

In today's rapidly evolving technological landscape, advice and other firms are constantly seeking innovative ways to stay ahead of the...

One thing’s for sure, if you’re a financial adviser there’s no getting away from Consumer Duty for the foreseeable future. And, depending...

Incorporating new technology for Advisers Chris Baigent-Reed was recently a guest on The AdviserTech Show where she spoke to moneyinfo’s...

How to address a single point of failure in your business

Working through paperwork with a calculator to demonstrate why you should outsource your income reconciliation