Worst thing about fact-finding? You might be surprised…
A motley (although good-looking, so we’re told) crew of former financial advisers,
Solving those recurring client concerns
If the financial adviser community had to name its influencer de rigueur,
How financial planners spend their time
There’s growing evidence that financial planners are wilting under the heat of
The surreal regulations that get financial planners in a rage
Pablo Picasso, the celebrated Spanish painter and pioneer of the Cubist movement,
What tech should financial planners be using?
There can surely be little doubt that the role of technology in
How financial advice technology – or AdviceTech – finally got good
AdviceTech is one of the most exciting and quickest developing areas of
Let’s play Bullshit Bingo – the financial phrases that advisers hate
They’re more grating than great. We asked advisers what the financial expressions
If I could have one piece of tech… the financial planners’ wish list
Last summer, financial planner Pete Matthew took to Twitter to ask a
What do IFAs wish for their clients in 2019?
Let’s face it, 2018 was turbulent. With Britain on the verge of