Recent posts from our blog
Anna Sofat, the founder and Managing Director of women focused financial services boutique Addidi, discusses the future of financial advice and gives some timely tips on young women looking to enter the industry.
Technology is changing the way financial advisers work, with software and apps increasingly central to what advisers do.
As in many other industries, automation is taking hold and it is accompanied by its share of critics who perceive a threat to the existing order of service.
An Interview with Natalie Wright, nominated for female financial adviser of the year.
Advisers spend all their time looking towards the future: that’s the name of the game. Tools like the Now:Plan Cash Flow modeller and Now:Plan Pension Income modeller are designed specifically in aid of making that picture as clear as possible.
Millennials, we’re often told, are feckless and dangerously obsessed with avocados. Older people tend to imagine that if millennials could only tear themselves away from munching on endless rounds of avocado toast, they could probably save up for a house.
YOUNG people who have grown up alongside technology expect everything to be streamlined, and want even ‘big’ financial decisions to be as easy as hailing an Uber.
Focus Solutions’ Head Of Managed Services, Steve Andrews, discusses what he learned on day one of A Festival of Financial Planning…