How financial planners spend their time

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 […]

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The surreal regulations that get financial planners in a rage

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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How to improve online security in three easy steps

Internet security has been at the top of the conversation ladder for the past year or so, due to major security breaches, particularly from big companies like Facebook. There are countless other reports of personal accounts being hacked or even credit card information being stolen online. However, there are ways to prevent that. In this […]

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