The Fastest Way to Change the System? Stop Fighting It and Build a New One

The financial system won’t change from the top down—so we’re building a new one from the ground up. 🚀
For years, we’ve tried persuading regulators and industry leaders to act in the best interests of consumers. But when profit and power take priority, change is painfully slow—if it happens at all.
That’s why I’ve always taken a bottom-up approach. It worked when I introduced the UK’s first single-provider wrap platform in 2003. It worked when I launched multi-asset, auto-rebalancing funds in 2005. And it’s working now with holistic wealth planning—a model that puts people before products.
The movement is growing. 1.2 million+ impressions a year tell me advisers are ready. The industry is shifting. And just like before, the old model will soon be obsolete.
Want to be part of the change? Read the full article and join us. 👇