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 […]
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 […]
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 […]
