CTO & Co-Founder of Advicefront and also the Lead Frontend Teacher @lewagonlisbon
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 […]
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 […]
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 […]
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 […]
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 […]
Andre Costa
Re-keying client data can often be one of the most dreaded tasks for a financial adviser. Spending hours, if not days, gathering and inputting information into one system, only to repeat the task every time you switch to using a third party – whether it be for online payments, risk profiling or cashflow modelling – […]
Andre Costa
A client adviser relationship always starts with a signature. Building and maintaining that relationship may take years afterwards and it’s key to the success of the adviser’s business as well as their reputation. But that challenging and rewarding process needs a name on the dotted line. And for the client, signing that agreement, which is […]
Andre Costa
It’s 4pm, and your staff are shifting around in their seats. If it turns out they are simply worried about how late they can leave before getting stuck in traffic, or crammed into public transport, it might be time to consider flexible working. Freedom outside the office There are many terms that fit under this […]
