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 […]
