Join Tom Dunbar, Chief Executive Officer of Transact, and Andrew Cullen-Jones, Chief Development Officer, as they unpack the trends, challenges and opportunities shaping the world of financial planning, intergenerational wealth management and advice.

Tom and Andrew have an honest conversation about the highs and lows of 2025, developments for the year ahead and announce Unification Day – a development that will unify Transact’s existing integration capability under a single future-fit API. Plus, they’ll discuss why advice firms should be mindful of platforms retaining cash interest, disclosure and the effective cost to clients.

Expect candid conversations, practical insights, and first‑hand perspectives from inside one of the UK’s leading adviser platforms.

Listen now and follow on Spotify or Apple Podcasts.

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For more information visit our website at: ⁠⁠⁠⁠⁠⁠⁠⁠ https://www.transact-online.co.uk⁠⁠⁠⁠⁠⁠⁠⁠

For adviser use only.

This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.