In this episode of The AdviserTech Show, Tessa Lee, the Managing Director of moneyinfo, sits down with Henry Cobb, Founder and Head of Research at Elston Consulting, for an insightful exploration of the financial services industry.
Henry unfolds his journey from a guide analyst at Schroders to the visionary founder of Elston Consulting in 2012. Motivated by anticipated regulatory changes such as RDR and Auto Enrolment, Henry's mission was clear: to craft low-cost multi-asset investment solutions empowering advisers to adeptly navigate industry shifts.
Elston Consulting operates at the core of portfolios, funds, and indices. Henry details Elston’s commitment to empowering advisers, emphasising not just outsourcing but insourcing. This unique approach ensures advisers retain strategic control, brand integrity, and compliance with evolving regulations.
Tessa and Henry delve into the cultural changing landscape within the industry, stressing the significance of active thinking regarding asset location. They explore Elston's pivotal role in helping advisers document and evidence their value statements in harmony with regulatory changes. Henry unravels Elston Consulting's mission, showcasing success stories of aiding larger advice firms in scaling up their propositions.
Don't miss out on this insightful episode of The AdviserTech Show! Tune in for an enriching discussion that unveils the past, present, and future of this dynamic industry.
From Pensions to Pixels | Dan McMahon from Hyman Robertson | S3 E5
What’s keeping financial advisers awake at night? | Matt Jeffery from Alpha FMC | S3 E3
Ruth Handcock on Transforming the Advice Industry | Octopus Money | S3 E2
A Journey in Finance | Insights from the Verve Group | S3 E1
Who’s afraid of the big, bad technology adoption? | How Advisers have used technology over time | S2 E6
How to navigate through a moving landscape | Essential technology for Financial Advisers and Wealth Managers | S2 E5
Getting your advisers excited for launch | How to release new tech to your staff and clients | S2 E4
Connecting in the most positive way | Advice firms controlling their platform experience | S2 E3
65 is the loneliest number | How to be a financial adviser that won’t get left behind | S2 E2
The gale of creative destruction | What Adviser Technology is lacking | S2 E1
Ep 23: The Consumer Duty All-Stars
Ep 22: Turning around business quicker feat. Wendy Fisher, Progeny
Ep 21: The road to B-Corp feat. Anthony Villis, First Wealth
Ep 20: The importance of empathy as an adviser feat. Giselle Clayton, Financial Planner
Ep 19: Onboarding clients from the get-go feat. Anna Wren, Administration Manager at Motus
Ep 18: Saving 100 business days per year - feat. Dominika Sieradzka-MacCuirc, Founder of RIE Solutions
Ep 17: The BIG Opportunity for Innovators feat. Dr Emma Black from Cascade Cash Management
Ep 16: Talking Tech with Tim Walton, Aviva’s Platform and Fintech Integration Manager
Ep 15: Supporting the Trailblazers with Lewis Hamm from O-IM
Create your
podcast in
minutes
It is Free
Insight Story: Tech Trends Unpacked
Zero-Shot
Fast Forward by Tomorrow Unlocked: Tech past, tech future
The Unbelivable Truth - Series 1 - 26 including specials and pilot
Acquired