Insights
Articles and insights for UK financial advice firms.
PinnedNews
Glimzer Showcases at the Financial Regulation Innovation Lab Innovation Call
30 January 2026
Regulation
The FCA Just Made Advice Rules Simpler. Here's What Changes for Your Firm.
31 March 2026
Product
Your inbox is full of client data. Here's how to stop losing it.
23 March 2026
Regulation
The FCA's New Targeted Support Regime Goes Live on 6 April. What Does It Mean for Your Firm?
17 March 2026
Insight
Why IFA Firms Lose Track of Introducers, and What It Costs Them
9 March 2026
Product
How Temperature Scoring Stops Opportunities Falling Through the Cracks
24 February 2026
Insight
Why Most IFA Pipeline Management Still Lives in Spreadsheets, and What It Costs You
16 February 2026
News
Glimzer Selected for the Financial Regulation Innovation Lab (FRIL) Innovation Call
19 November 2025
Insight
How to Choose the Right CRM for Your Financial Advice Firm
22 October 2025
Insight
How to Become Directly Authorised by the FCA: A Step-by-Step Guide
24 August 2025
Insight
10 Proven Lead Generation Strategies for Financial Advisers
10 August 2025
Insight
Best CRM for Financial Advisers in the UK: A 2025 Guide
3 August 2025
Insight
How to Streamline Annual Client Reviews in Your Advice Practice
17 July 2025
Insight
Pipeline Management Best Practices for Financial Advisers
5 June 2025
Insight
How Generic CRMs Fail Financial Advisers
24 April 2025
Insight
Scaling Your Financial Advice Firm Beyond Spreadsheets
12 March 2025