Regulation Innovation | Henry Cobb on Navigating Change | S3 E4

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.