Thought Leadership
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Pulse Webinar : How our Platform Can Work Best for You
Join our own Darren Moth (International Sales Manager) and Nick Smith (Customer Experience Manager) for...
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Meet the Team: Georgia Aresti
What does your role involve, and how does it support financial advisers day-to-day? As Managing...
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Article: Addressing the growing pains of the platform-MPS nexus
A major challenge for any successful sector, industry or business is to continue expanding without...
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Article: Why platforms prove their worth in the face of uncertainty
The standard advice for investors during times of turmoil is to stay calm. Yet it...
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Pulse Webinar: Navigating Choppy Waters: positioning for opportunity in 2026
Markets in 2026 are being shaped by more than just the headlines. Geopolitics, resilient earnings,...
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Pulse Newsletter: June 2026
Periods of uncertainty often remind us of what matters most. Strong operational foundations. Long-term thinking....
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Article: The myth of platform homogeneity
History suggests an industry is likely to become ever more homogeneous as it grows. In...
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Article: Platform functionality: Beware change for change’s sake
'It's all too easy to end up in the realm of bolt-ons and fripperies' I...
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Article: Novia Global welcomes FCA proposals to strengthen standards in SIPP Market
Novia Global CEO Steve Andrews has welcomed the FCA’s proposals to standardise practices across the...
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Pulse Newsletter: May 2026
In this edition of Pulse we reflect on how platforms and investment strategies are continuing...
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Article: The merits of a deeper dive into platform functionality
In a world where investment platforms are packed with ever-expanding features, are advisers and clients...
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Pulse Newsletter: July 2026
Our latest edition of Pulse explores why purposeful innovation matters more than ever. Rather than...
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Article: Lessons from the ‘amber flag’ fiasco
A little over a century ago, in an attempt to control a pest of beetles...
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Pulse Webinar : The Reinvention of the US Economy
Why US small caps deserve a place alongside your large caps, and why you haven’t...
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Pulse Newsletter: August 2026
This month's edition explores some of the key themes currently shaping financial advice, from pension...
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Article: Why the third-party advised platform model retains an edge
Reducing reliance on third-party platforms may sound attractive in theory, but adviser firms are increasingly...
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Pulse Webinar: Crystal Ball 2026
What matters, what has changed, and what Advisers should do next. With 2025 now behind...
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Meet the Team: Scott Sinclair
What does your role involve, and how does it support financial advisers day-to-day? My role...
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Pulse Newsletter: April 2026
As we continue to navigate the complexities of 2026, we're excited to welcome you to...
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Pulse Newsletter: March 2026
Our latest edition of Pulse is now live with this edition reflecting on the continued...
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Article: What golf’s distance problem can tell us about the future of platforms
Steve Andrews draws parallels between the evolution of golf and investment platforms, two subjects close...
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Article: How can platforms help investors deal with uncertainty?
Heightened volatility has defined markets for several years now. We might say it has become...
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Pulse Webinar : Navigating Volatility, Inflation and Interest Rate Uncertainty
Markets are rarely just about headlines. Volatility, inflation and interest rates are all influencing investor...
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Article: A brief guide to what makes a platform a winner
The Oscars represent the pinnacle of self-satisfied awards ceremonies. As such, they’re often best remembered...
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Article: Regulation and the survival of the fittest
Ultimately, irrespective of the context, rules are rules, says Mike Phillips – Novia Global’s Commercial...
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Pulse Webinar: False Signals, Real Opportunities
Pulse Webinar: False Signals. Real Opportunities. 2025 has been a year of conflicting narratives with...
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Platform Update: The Canaccord Wealth International MPS Lite range is now available
Canaccord Wealth has unveiled a new International Managed Portfolio Service (MPS) range available exclusively on the...
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Pulse Webinar: Boom to bust and back again?
The future of sustainable investing and how advisers can seize the opportunity Sustainable investing has...
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Article: Platforms in 2026
Oscar Wilde wasn't a big fan of sitting on the fence. He famously remarked: "The...
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Article: Five reasons to focus on transparency
I don’t really listen to podcasts anymore, as it feels like everyone is rolling them...
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Pulse Newsletter: February 2026
In this edition, we’re proud to launch our new Meet the Team series, starting with...
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Pulse Webinar: Maximising Performance with Explosive Growth Opportunities
In fund management, style labels like “value” or “growth” matter less than one fundamental question:...
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