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Your profession

Is being Chartered worth it? Breaking down the perennial dissensus

Your profession

Is being Chartered worth it? Breaking down the perennial dissensus

‘Many non-Chartered advisers are just as competent as those who are’

clock 10 May 2024 • 4 min read
Andrew Goodwin: Financial advice and the Evangelista effect

Your profession

Andrew Goodwin: Financial advice and the Evangelista effect

'Future of advice lies in independence, approachability and affordability'

clock 10 May 2024 • 4 min read
Aviva integrates robotic process automation into platform capabilities

Your profession

Aviva integrates robotic process automation into platform capabilities

Robotic process automation removes need for client by client process

clock 09 May 2024 • 1 min read
'Huge amount' of AI hyperbole among industry

Technology

'Huge amount' of AI hyperbole among industry

‘Everyone is talking about AI, but no one really knows everything yet’

clock 09 May 2024 • 1 min read
Industry needs to move away from 'chunky and complicated' reports

Your profession

Industry needs to move away from 'chunky and complicated' reports

‘You should remember that the UK is a nation of skim readers’

clock 08 May 2024 • 2 min read
Paraplanning 'not always' a stepping stone to becoming an adviser

Your profession

Paraplanning 'not always' a stepping stone to becoming an adviser

‘Depends on the person and if they want the client-centric element’

clock 08 May 2024 • 2 min read
Wealthtime's Amira Norris: 'Don't assume you know clients' needs'

Adviser tips

Wealthtime's Amira Norris: 'Don't assume you know clients' needs'

‘You have to proactively seek engagement and understand them’

clock 08 May 2024 • 1 min read
OpenAI is the 'biggest financial adviser in the world'

Your profession

OpenAI is the 'biggest financial adviser in the world'

'The transformative power of generative AI is undeniable’

clock 08 May 2024 • 1 min read
Pension dashboards demand systems built to scale up rapidly

Technology

Pension dashboards demand systems built to scale up rapidly

7.5 million people might log in within the first few days alone

clock 08 May 2024 • 7 min read
Women in Financial Advice Awards 2024: All the nominations!

Your profession

Women in Financial Advice Awards 2024: All the nominations!

More than 1,500 nominations for 792 women from 337 companies

clock 08 May 2024 • 21 min read
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