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How to become a financial adviser in the modern advice landscape

Life coach, accountant, investment quant, actuary, and sales negotiator. These are some of the roles that financial planners have traditionally had to assume in their work with clients. It’s no surprise that increasing regulatory pressure has resulted in many seeking to leverage technology, to redefine their business models, so they can reassert their focus on client relationships and the softer skills necessary to manage them. 

Financial planning and analysis with a.i. as your MVP: The future planner, modelling and UI

The future of planning leveraging the latest AdviceTech is exciting for today's advice practice. Adopting a future-proof solution that has a clear pathway toward automating your advice process, that allows your advisers to spend more time nurturing and attracting more clients, will create more opportunity, growth, and profitability for your advisory firm.

Engaging Advisory Clients Through Mobile App Technology: Raising The Value Of Financial Advice in 2022

Digitisation is a necessity of today; smartphone innovation is part of our fourth industrial revolution. A technological evolution that includes Artificial Intelligence, Big Data, Internet of Things, Blockchain and 5G.

What is RegTech, and why it's the new superstar in financial planning

FinTech and RegTech have similarities and some FinTechs are addressing regulatory obligations as features within their platforms, both terms in-essence use technology to solve compliance problems within the financial services sector.

The value of advice beyond an SOA

We all know that an SOA is not entirely effective, it isn't valid after 30 days, it's full of jargon and clients simply file them in their drawer, never to be looked at again.

So, can we really say on behalf of consumers that the value of financial advice sits within an SOA document?

Why AI is the next big thing

AI is the next big thing, and I am not just referring here to my company brand. I mean artificial intelligence, or so-called machine learning technologies. The impact for financial advice and advisers is positive, profound and, I have to say, imminent.