Due to the current state of regulation which has imposed layers of barriers that sit between advice providers and consumers, there's an enormous horizon of opportunity ahead for this industry. Following Michelle Levy’s Proposal for the Quality Advice Review, I am optimistic that we may be steps closer to delivering affordable digital advice in a way that’s aligned with the way people consume products and services in our modern, smartphone age.
'A goal is a dream written down’, and 'a goal without a plan is only a dream’ - so the inspirational sayings go. Though dreams may form the basis of goals, these are negligible without discipline and guidance, especially when it comes to turning a client’s dreams into goals and setting out a robust plan to help achieve them.
In our modern world, technology serves not only as a tool by which we navigate our day-to-day tasks but as an integral instrument of our culture, societal and behavioural norms.
As we re-enter the world of office meetings and overseas travel, we are simultaneously experiencing a post-pandemic evolution, resulting in a ramping up of the global pace of digital adoption.
Maintaining trust in financial services is business-critical for both attracting and retaining clients. It is essential to implement measures to preserve the confidentiality of client data within your advice technology and ensure internal governance is at the forefront of every licensee and advice business.
Humanity exists in a globally interconnected world. This reigns true from both a social and business standpoint, but even more so when recognising humanity as an integral part of our natural environment - we are mutually dependent on one another.
