October 22, 2025Financial planning firms are embracing the AI revolution in a big way, but how we access this technology needs careful…
November 15, 2024This article was published in IFA Magazine's Managed Portfolio Services Research Annual Report 2024/25. You can find the full report…
November 1, 2024This article was published in IFA Magazine's Sustainable Investment Report. You can find the full report here.
June 13, 2024I was excited to be asked to join a Panel at PFS Purely Paraplanning in May 2024 alongside Mel Holman…
March 15, 2024I was delighted to be asked to contribute to the June 2023 issue of the Personal Finance Society magazine, Personal…
March 15, 2024What does it mean to be an activist professional? This article for the PFS Magazine explores the history of protest in the…
