Professional AdviserComment
Risk warnings review to create meaningful shift in advice communication
Brian McLaughlin quoted on the ongoing servicing gap and outsourced review models
Read articlePillar in the press
Recent coverage of Pillar Client Services and the future of advice delivery
Pillar Client Services helps IFA firms deliver annual client reviews at scale. Our founders and team contribute regularly to industry publications on the challenges and opportunities in modern advice delivery.
Money MarketingOpinion
The annual review model is no longer fit for purpose
·By Brian McLaughlin
Opinion piece by Brian McLaughlin on evolving client review practices
Read articleIFA MagazinePart 2
Measuring the hidden costs of annual reviews in advice firms
·By Brian McLaughlin
Part 2 of three-part series exploring the financial and operational impact of annual client reviews. Also published in IFAM 147 print edition.
Read articleProfessional AdviserOpinion
Advice firms are misallocating their most expensive resource
·By Brian McLaughlin
Opinion piece by Brian McLaughlin on resource optimisation in advisory firms
Read articleProfessional AdviserComment
Advisers warned of cost-saving exercises as FCA proposes ditching annual suitability requirement
Brian McLaughlin quoted on regulatory changes and their impact on advice delivery
Read articleIFA MagazinePart 1
Rethinking annual reviews: the hidden constraint in UK advice firms
·By Brian McLaughlin
Part 1 of three-part series. Explores structural constraints in current review models.
Read articleIFA MagazinePart 3
Testing the outsourced review model: a real-world case study for IFAs
·By Brian McLaughlin
Part 3 of three-part series. Real-world case study from the Paterson FP pilot.
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For press requests or to discuss coverage of Pillar Client Services, contact brian@pillarcs.co.uk