Latest Financial Advice posts
The drive for better technology is nothing new. What has changed is the way in which it can be done to accommodate a broader range of client than ever before.
Open banking and open finance offer the opportunity to transform the way information is accessed by customers and advice is delivered by advisers. Open Banking is already happening.
The Wealth Mosaic’s interview with our Head of Digital, Mike Hearfield who provides us with a view on the role of technology in improving the client experience
The Wealth Mosaic’s interview with Dave Upton, Managing Director, of Focus Solutions who provides a view on the topic of Intergenerational wealth transfer
Highlights from The Wealth Mosaic’s event at the Gherkin in London on October, 24th, 2019
Why tech integration is not to be feared but embraced
What does a financial life planner do? How is it different from regular financial advice? Financial life planning is a combination life coaching, counselling and financial advice which goes beyond investment and digs deeper into what the client wants to get out of life and how they can achieve their dreams. We spoke to Tina Weeks, the founder of Serenity Financial Planning, to find out more.
Grosvenor Consultancy’s Alice Douglass explains why life as a financial adviser suits her down to the ground and how technological advancements are aiding rather than threatening an industry that continues to evolve.