Delving into the Illuminate archives is always interesting, not least because it flags the issues financial planners find themselves grappling with year after year.

Of all the articles, videos and downloads that Illuminate has produced since its launch in February 2015, there are some that continue to generate interest long after they were first published.

In publishing speak, this kind of content is what’s known as ‘evergreen’ – older articles which continue to be widely read regardless of when they were first written.

Among our own evergreen articles, there are a number of common themes that still ring true as evolving challenges and issues for today’s advice profession.

From the implications of the consolidator model and where to start with marketing, to what motivates young planners and how to establish an ethical culture in your firm, here’s our definitive list of Illuminate’s evergreen articles that continue to provide food for thought.

advisers gone10) Where have all the advisers gone?

Adrian Murphy discusses what the trend towards consolidators means for the concept of independent advice.

DB transfers9) In-depth: Making sense of the DB transfers saga

The on-the-ground experience of advisers and pension specialists in giving advice on defined benefit pension transfers

Adam Carolan8) Meet the man powering the new wave of advice talent

Our first profile interview – Adam Carolan on the evolution of Xentum and the birth of NextGen Planners

journey7) My journey to becoming the youngest Fellow

Vito Faircloth explains what motivated him to become a Personal Finance Society Fellow and his belief in continuous development

Dominoes6) Alistair Cunningham: Our black and white approach to DB transfers

A ‘deliberately low risk’ approach to dealing with those looking to transfer out

Pyramid5) The brand pyramid – your essential marketing tool

Lucian Camp talks through the key characteristics you need to consider when building a brand.

asset management4) David Ferguson: How fund management needs to evolve

Nucleus chief executive David Ferguson on the fundamental shift from comparing funds against their peer group to their passive equivalent

back office3) 6 thoughts on back office systems

Alan Moran shares his thoughts on what firms may want to consider when putting in a new back office system

phil Billingham2) The difference between culture, ethics and compliance

Phil Billingham looks at ways you can embed a client-centric culture

question1) Phil Young: Why Mifid II 10% rule makes no sense

King of the Illuminate charts Phil Young picks holes in the requirement to notify clients if their portfolio falls by more than 10%

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