Insights
Articles and insights for UK financial advice firms.
Latest articles
30 January 2026
Glimzer Showcases at the Financial Regulation Innovation Lab Innovation Call
Glimzer presented at the Financial Regulation Innovation Lab Innovation Call, sharing our approach to modern advice infrastructure and learning from industry leaders shaping the future of regulated financial advice.
19 November 2025
Glimzer Selected for the Financial Regulation Innovation Lab (FRIL) Innovation Call
Glimzer has been selected to take part in the Financial Regulation Innovation Lab (FRIL) Innovation Call, focused on the future of wealth advice and the FCA's Advice Guidance Boundary Review.
22 October 2025
How to Choose the Right CRM for Your Financial Advice Firm
A practical framework for evaluating CRM options as a UK financial advice firm, covering features, compliance, data security, and team adoption.
24 August 2025
How to Become Directly Authorised by the FCA: A Step-by-Step Guide
A practical guide for advisers considering direct authorisation by the FCA, covering the process, costs, benefits, and challenges.
10 August 2025
10 Proven Lead Generation Strategies for Financial Advisers
The most effective ways to find new clients in 2025, from LinkedIn to local partnerships and CRM-powered follow-up.
3 August 2025
Best CRM for Financial Advisers in the UK: A 2025 Guide
What to look for in a CRM built for UK financial advice firms, from FCA compliance to pipeline management.
17 July 2025
How to Streamline Annual Client Reviews in Your Advice Practice
Practical approaches to managing annual client reviews efficiently, from scheduling and preparation to record-keeping and follow-through.
5 June 2025
Pipeline Management Best Practices for Financial Advisers
Practical advice on structuring and managing your sales pipeline as a UK financial adviser, from stage design to follow-up discipline.
24 April 2025
How Generic CRMs Fail Financial Advisers
Generic CRM platforms weren't built for regulated advice. Here's why that matters and what to look for instead.
12 March 2025
Scaling Your Financial Advice Firm Beyond Spreadsheets
Why spreadsheets hold advice firms back and what to look for when moving to a dedicated system for pipeline and client management.