Solving those recurring client concerns

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 […]

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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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