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Case Studies

Abraham's Recommended Reading for Financial Planners (Summer 2024)

I'm excited to start a new tradition—or perhaps I'm rekindling an old one, it's hard to say. Regardless, I'll suggest a short list of books or...

Article

Aligning your Assets: Cultivating team engagement for collective success

Explore the importance of team engagement for collective success post-pandemic. Learn strategies to cultivate engagement and drive collaboration for...

Article

Centralised Retirement Propositions - Verve Group Blog

The Verve Group and Brooks Macdonald recently launched a whitepaper on Centralised Retirement Propositions (or, as we like to call it Centralised...

Article

Why is it so difficult to find a great Paraplanner?

A blog that explore why it's so hard to recruit paraplanners and what can be done about it, from Sian Davies Cole at Plan Works.