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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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 […]
Andre Costa
There can surely be little doubt that the role of technology in financial advice can be bewildering to the average person. Is it execution-only or advised? Robo or hybrid? Guidance or advice? Do most people even know what those terms mean? Probably not. Even the regulator is apparently having difficulty getting to grips with what […]
Andre Costa
AdviceTech is one of the most exciting and quickest developing areas of technology. It has the power to improve the services financial advisers offer clients while making their professional lives significantly easier. If you’re new (or newish) to this subject, take a moment to read our view of why AdviceTech emerged and what will happen […]
Maria Marques
They’re more grating than great. We asked advisers what the financial expressions and sayings are that really get all up in their grills (sorry – rubbish phrase!). We expected a few gentle grumbles about “vertical Integration” or “value chains” but – oh my! – I think we ruffled some feathers, disturbed a hornet’s nest, upset […]
José Supico
Last summer, financial planner Pete Matthew took to Twitter to ask a fascinating question: “Why is there no fluid, extensible, mobile-friendly, connected client fact-find app in the UK financial services space?” At the time, it struck me as coming from a place partly of bemusement and partly of frustration. Pete reminded me that advisers must […]
Andre Costa
Financial advisers are swamped in paperwork and it’s just going to get worse. Last year, adviser Natalie Wright told Twitter that she’d filled out no less than 23 paper forms in just one day. In the same Twitter thread, adviser Paul Stocks said: “It certainly feels like there’s more paperwork now than ever … That’s […]
João Romão
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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