OneFamily Case Study

OneFamily has chosen now:advise from Focus Solutions as the software solution behind its innovative new lifetime mortgage advice service, OneFamily Advice.

The Transformation of Client Engagement

You may have heard reports in the industry about a new private wealth management (PWM) proposition called focus:wealth.

Jane Hodges: We never move on until the client understands

Jane Hodges, Managing Director of Money Honey Financial Planning, explains why client experience must come first and why her company has taken a tech-first attitude to providing financial advice.

In-Focus with Pete Weston

The people and the stories behind Focus Solutions.

The Women Who Inspire Me

From former First Lady Michelle Obama to author J.K. Rowling, seven inspirational women in finance, reveal their heroes.

Bella Caridade-Ferreira: Technology frees people up to focus on things that matter

Bella Caridade-Ferreira discusses her journey from asset manager to the CEO of Fundscape, and what it’s like being a judge on the Professional Adviser Awards’ panel.

In-Focus with Raj Nayyar

The people and the stories behind Focus Solutions.

Cathi Harrison: Paraplanning, the future of financial advice and the role of advisers

Cathi Harrison didn’t intend to become a paraplanner, now her company Para-Sols, founded in 2009, is doing everything it can to get graduates into the profession. In our latest ‘Women in Finance’

In-Focus with Alice Edmondson

The hybrid model: the future of financial advice

The financial advice landscape may be changing but according to Jo Howes, Commercial Director at Crealogix, new technology still has a long way to go before it catches up with human expertise.