Philo Insights
Welcome to our Insights page. Immediately below is a display of Philo white papers available on the site. Click the green button below the previews to organise your personal access to these papers.
Further down the page is a full library or Philo’s blog posts in chronological order. You are welcome to peruse these at your leisure. New documents are added every two to three weeks. Enjoy!
Philo White Papers
Philo Blog Posts
Emotions: “The great captains of our lives”
A restaurant review about hospitality’s most basic obligation turns out to have plenty to say about advice, emotion, and what makes clients feel truly looked after.
Is your managed account strategy outdated?
Managed account strategies that made sense a few years ago can quietly fall behind. A checklist for whether it’s time to revisit yours.
The urgent displacing the important
A Monday reflection on why the urgent so often crowds out the important — and what to do about it.
Registration of Advisers - beware of unintended consequences
Individual registration of advisers is gaining momentum with the FPA and others. A look at the unintended consequences worth considering first.
Meeting habits for a new age
After months of Zoom, Teams and Webex, a look at the meeting habits worth keeping — and the ones worth dropping.
Why do we do it?
A Monday reflection on motivation, and the need to recognise and be grateful for those aspects of work that give us pleasure.
Reasons to be cheerful!
A Monday reflection on reasons for optimism — even when the prevailing mood says otherwise.
Choosing how to be impacted by specialisation
A Monday reflection on specialisation, and how much choice we really have in how it reshapes the way we work.
Understanding & Selecting Managed Account Services - Part A
Part one of Philo’s guide to the different forms available and how to choose between them.