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The wealth tax uncertainty: impact for wealth managers and their clients
The potential introduction of a wealth tax in the UK, highlighted by ongoing discussions surround...
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M&A financial services market analysis: new opportunities for IFAs
IDEX Consulting spoke to James Salmon, financial services M&A specialist, on the state of the M&...
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2025 Employee Benefits employment outlook
The employee benefits landscape will continue to undergo significant transformation in 2025, shap...
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2025 Employee Benefits talent trends
Our Employee Benefits consultant Ashlea Walton, Client Director, shares her thoughts below on hir...
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2025 Wealth Management employment outlook
As wealth management firms prepare for a period of growth, innovation and change, attracting ski...
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2025 Financial Services talent trends
Our Financial Services consultants; Alex Merrick, Client Director and James Salmon, M&A Client D...
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The wealth management talent shortage and how to tackle it
What would typically be a natural cycle of one generation handing knowledge and expertise to the...
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The biggest challenges facing Financial Advisers
Financial advisers today face many challenges in their day to day roles due to increased work pre...
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Reports of non-financial misconduct rise dramatically
Reports of non-financial misconduct have risen significantly since 2021, with bullying and harass...
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The gender pay gap in Financial Services
Equality may be a word commonly used in the workplace today, but discourse doesn’t guarantee pro...
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The changing market: why Employee Benefits Consultants are more important than ever
How can you keep employees engaged and fulfilled? Enter the Employee Benefits Consultant...Wheth...
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Will AI change the role of a Paraplanner?
Paraplanners are a sought after role and a critical aspect of Financial Services. The practical ...
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The impact of robo-advisers on the Financial Services market
Ease of use, accessibility, instant access: Robo-Advice is taking off within the Financial Servi...
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A day in the life of an Employee Benefits consultant
Recent years have seen London’s skilled candidate shortage increase, with the Employee Benefits ...
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The top steps Paraplanners should take if they want a promotion
The last fifteen years has seen the role of the Paraplanner evolve in new and remarkable ways. P...
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2024 Financial Services Mergers and Acquisition outlook
Over the past 12 months, due to economic instability, geopolitical tensions and rising inflation...
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Integrating cultures during an acquisition: expert insights
Integrating company cultures effectively is key to the success of any acquisition or merge. When...
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2024 Wealth Management market outlook
We spoke to Alison MacMillan, Head of Wealth Scotland, about the Wealth Management market. Aliso...
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2024 Employee Benefits market outlook
Employee Benefits continue to play an integral role in talent attraction and retention, and with...
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2024 Energy & Commodities market outlook
Luke Almond, Specialist Energy & Commodities consultant,shares his thoughts on the market includ...