The Wealth Analytica Insights library is organised around seven topic pillars: Regulatory & Compliance, CIP & CRP, Investment Research, Client Operations, Practice management, Technology, and Tech-stack consolidation. Each pillar has a hub page that explains what the cluster covers and indexes the articles inside it. Some pillars launched with the first content batch; others are filling out across the next quarter. The page that follows is the directory.
Regulatory & Compliance
Consumer Duty, Targeted Support, vulnerable clients, AGBR. The YMYL territory — anchored on Eliot Jones and Matthew Hull.
Open the hub →CIP & CRP
Centralised Investment Proposition design, retirement proposition build, suitability and ongoing reviews. Practitioner-led.
Open the hub →Investment Research
Portfolio construction, MPS due diligence, asset allocation, ESG/SDR labelling. Anchored on Matthew Hull, CFA.
Open the hub →Client Operations
Onboarding, suitability reports, ongoing service reviews, joint-and-household advice — the client-facing evidence stretch.
Open the hub →Practice management
Capacity planning, client-experience design, AI-assisted drafting, the operational moves at high-output adviser firms.
Open the hub →Technology
AI in advice, integration architecture, the modern UK adviser tech stack. Innovator-led.
Open the hub →Tech-stack consolidation
The fragmentation tax, single-platform alternatives, the maths of consolidating. The wedge cluster.
Open the hub →Why pillars and not categories
Categories are an old-internet idea — one article belongs to one folder. Pillars are how UK IFA practice actually clusters. An article on AI suitability drafting lives in Technology and in Client Operations; an article on Consumer Duty year-2 evidence touches Regulatory and CIP. We surface clusters, not folders. The same article can appear in two pillar hubs where it fits.
If you'd rather scan by recency, the main insights index lists everything newest-first.