Financial advice is both art and science. We take care of the science and automation so you can focus on the art of advice.
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Andre Costa
How do we get fresh blood into financial services – and particularly the advice sector? It’s a question that has had us scratching our heads for more than a decade. Despite our best and repeated attempts to sell our industry to young graduates, the harsh reality is many of them would much rather work in […]
Andre Costa
You will often hear people in adviser technology (like me!) expounding on the efficiencies and consistencies that good software can usher into a financial planning business. It can take care of all the boring and time-consuming admin and regulatory tasks that prevent you and your colleagues spending quality time with clients. But there is another […]
Maria Marques
If the financial adviser community had to name its influencer de rigueur, it would probably be Chris Budd. Budd’s commentary on all things pertaining to ‘Financial Wellbeing’ (‘The Financial Wellbeing Book’ is the title of one of his books), humorous Twitter quips and business process improvement nous make him a viable candidate. Budd posed a […]
Andre Costa
Everyone has bits that they like – and don’t like – about their job. When it comes to our sector, I’d hazard a guess and say there aren’t many advisers out there who are overly keen about compliance and admin. As with every job, though, the boring, routine tasks need to be done. And […]
José Supico
The machines are taking over, we are told. Huge advances in artificial intelligence in recent years means robots will soon be driving our cars, flying our planes and cleaning our homes. According to McKinsey Global Institute, the consultancy, artificial intelligence-powered machines will take 800 million jobs worldwide by 2030. The question people like me want […]
Maria Marques
“One is a classical singer, another a world-class bodybuilder, still another a novelist. There is a Balearic Island DJ, a campaigner against domestic abuse and one even ran for days through the Moroccan desert. Followers of this blog will know that these are the stars of our #AdviserStories project, which tells of the inspiring ways […]
José Supico
You can please some of the people all of the time, you can please all of the people some of the time, but you can’t please all of the people all of the time, Abraham Lincoln once said. These words always echo in my mind when I think of adviser trade bodies and the people […]
Andre Costa
There’s growing evidence that financial planners are wilting under the heat of time-consuming processes that could be automated and executed by technology in a fraction of the time. Take this recent Twitter poll by public speaker, author and FinalytiQ founder Abraham Okusanya. Okay, it’s just Twitter but 128 respondents is significant and they have sent […]
Maria Marques
Amyr Rocha-Lima grew up under the vast blue skies of the Brazilian Midwest. His childhood hero was a farmer, a formidable and fearless man who taught Amyr not only about nature and his surroundings but about how to live a good life. That man was his grandfather. As an adult, Amyr moved to London and […]
José Supico
Pablo Picasso, the celebrated Spanish painter and pioneer of the Cubist movement, had this advice: “Learn the rules like a pro, so you can break them like an artist.” Señor Picasso might have thought again, one suspects, had he come across the Financial Conduct Authority (FCA). Because Britain’s financial services regulator is almost always unimpressed […]
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