About us
Blog
Contact
Products
Product Overview
Multichannel
EVDigital
EVPro
EVDirect
EVDirect Quick Tools
EVReport
EVAsset
EVBuild - API
One Financial Adviser
Spotlight on...
Digital and Hybrid Advice
Financial Planning
Digital Guidance
Educational Quick Tools
Retirement Income Strategies
EV Asset Allocation Research
EV Multi-Asset Allocations
EV Risk Ratings
About us
Our Story
Why work with us
Company Culture
Awards
Resources
Guides
Whitepapers, eBooks & Reports
Webinars
Blog
FinTalk Newsletter
Contact us
Products
EVDigital
EVBuild
EVDirect
EVDirect Quick Tools
Spotlight on...
Digital and Hybrid Advice
Digital Guidance
Quick Tools
Financial Planning
Retirement Income Strategies
Risk Ratings
Multi Asset Allocations
About us
Our Story
Why work with us
Company Culture
Awards
Resources
Guides
Whitepapers, eBooks & reports
Webinars
Blog
FinTalk Newsletter
Contact us
Products
EVPro
EVDigital
EVBuild
Spotlight on...
Digital and Hybrid Advice
Financial Planning
Retirement Income Strategies
EV Risk Ratings
EV Asset Allocation Research
About us
Our Story
Why work with us
Company Culture
Awards
Resources
Guides
Whitepapers, eBooks & reports
Webinars
Blog
FinTalk Newsletter
Contact us
Products
EVDigital
EVDirect
EVDirect Quick Tools
Spotlight on...
Digital and Hybrid Advice
Digital Guidance
Educational Quick Tools
Retirement Income Strategies
About us
Our Story
Why work with us
Company Culture
Awards
Resources
Guides
Whitepapers, eBooks & reports
Webinars
Blog
Contact us
Spotlight on...
EV Asset Allocation Research
EV Multi Asset Allocations
EV Risk Ratings
Retirement Income Strategies
About us
Our Story
Why work with us
Company Culture
Awards
Resources
Guides
Whitepapers, eBooks & reports
Webinars
Blog
FinTalk Newsletter
Contact us
Spotlight on...
EV Asset Allocation Research
EV Multi-Asset Allocations
EV Risk Ratings
Retirement Income Strategies
About us
Our Story
Why work with us
Company Culture
Awards
Resources
Guides
Whitepapers, eBooks & reports
Webinars
Blog
Thought Leadership
Drawdown: The Mirror Image of Accumulation
Appropriateness Report
Financial Planning Software to Meet New Industry Demands
Contact us
Products
EVDigital
EVPro
EVDirect
EVDirect Quick Tools
Spotlight on...
Digital and Hybrid Advice
Financial Planning
Digital Guidance
Educational Quick Tools
Retirement Income Strategies
Risk Ratings
Multi Asset Allocations
About us
Our Story
Why work with us
Company Culture
Awards
Resources
Guides
Whitepapers, eBooks & reports
Webinars
Blog
FinTalk Newsletter
Contact us
Products
EVDigital
EVPro
EVDirect
EVDirect Quick Tools
Spotlight on...
Digital and Hybrid Advice
Financial Planning
Digital Guidance
Educational Quick Tools
Retirement Income Strategies
About us
Our Story
Why work with us
Company Culture
Awards
Resources
Guides
Whitepapers, eBooks & reports
Webinars
Blog
FinTalk Newsletter
Contact us
Welcome to the EV Blog
Subscribe to the EV blog for latest industry news and insights
Topics Filter
- All -
Pension Provider
Employee Benefit Consultant
Platform Provider
EV News
DFM
Digital Transformation
Press Release
Hybrid Advice
Drawdown
EVPro
Risk and Reward
Financial Wellness
Retirement Planning
Asset Model
Financial Advice
Stochastic Forecasting
Cashflow
Consumer Duty
Engagement
Income Drawdown
Multi-Asset Allocations
APIs
Case Studies
Customer Journey
FCA
Outlook
Quick Tools
Consumers
Events
FinTech
Investment Pathways
Regulation
Capacity for loss
Fund Managers
Market Update
Research
Retirement Income
Robo Advice
Webinar
EV appoints Kevin Okell as new non-executive director
EV News
Hybrid Advice
Press Release
EV enhances intelliflo integration to help advisers deliver smarter, more efficient advice
EV News
Hybrid Advice
Press Release
The tipping point: How technology is democratising financial advice
Financial Wellness
Digital Transformation
Customer Journey
EV elevates financial guidance with its upgraded EVDirect solution
EV News
Hybrid Advice
Press Release
Why modularity matters in scalable advice platforms
Digital Transformation
Stop conflating volatility and risk in retirement financial advice
Retirement Planning
Platform Provider
Pension Provider
Employee Benefit Consultant
Drawdown
Financial advice in a more fragile UK: why we need to prepare
Retirement Planning
Platform Provider
Cashflow
EVPro
EV enhances EVPro functionality to help advisers meet FCA sustainable income expectations
EV News
Press Release
EVPro
AI In Finance: Why Innovation Can't Wait for Regulation
Retirement Planning
Platform Provider
Pension Provider
Employee Benefit Consultant
Drawdown
Press Release: EV adds inheritance tax functionality to EVPro financial planning tool
EV News
Press Release
EVPro
3 ways to improve financial outcomes through consistent customer journeys
Engagement
Pension Provider
Employee Benefit Consultant
Press Release: EV appoints Director of Systems Innovation to support evolution of EV’s multichannel financial planning and advice solutions
EV News
Press Release
EVPro
Press Release: EV risk rates BNY Investments' multi-asset funds to support advisers’ investment suitability risk assessments
EV News
Press Release
EVPro
Press Release: EVPro integrates with financial adviser CRM Plannr
EV News
Press Release
EVPro
Press Release: Lack of transparency around income risk ratings of popular drawdown investments is hindering adviser suitability assessments, finds EV
EV News
Press Release
EVPro
Press Release: EVPro expands income drawdown functionality to include Just Group’s Secure Lifetime Income
EV News
Press Release
EVPro
Press Release: Drawdown clients exposed to high-risk investments without their knowledge
EV News
Press Release
EVPro
Press Release: EV to power enhanced modelling capacity in Mercer Money pension and financial wellness app
EV News
Press Release
EVPro
How to balance customers and product in financial services
Customer Journey
Pension Provider
Employee Benefit Consultant
APIs
Press Release: FCA’s report on retirement income advice a ‘wake-up call’ with potential for significant harm identified, warns EV
Regulation
EV News
Press Release
Retirement Income
Press Release: Half of British adults want help understanding how much to save for retirement, finds EV
EV News
Press Release
APIs
Research
Are you maximising your profitability with a superior customer experience?
Customer Journey
APIs
EV Insights 2024 - Innovating Financial Planning with Andrew Storey
EV News
Outlook
EV Insights 2024 - Talking Product Development with Ashley Staples
EV News
Outlook
EV Financial Planning Insights 2024 - With Chet Velani
EV News
Outlook
Consumer Duty: The vital role cashflow planning has to play
Cashflow
Consumer Duty
Press Release: Wesleyan Financial Services selects EVPro to power its advice journey
EV News
Press Release
EVPro
How financial planning technology can improve consumer pension optimism
Engagement
Pension Provider
Employee Benefit Consultant
Who is going to make workplace pensions work better for members?
Retirement Planning
Pension Provider
Employee Benefit Consultant
EV launches innovative hybrid advice solution as part of long-term partnership with AIB life
Digital Transformation
EV News
Hybrid Advice
Press Release
EV: The potential of digital and hybrid financial advice in bridging the gap
Digital Transformation
Platform Provider
Pension Provider
Employee Benefit Consultant
Hybrid Advice
The Evolution of Digital Financial Advice Technology: From Robo-Advice to AI and Beyond
Digital Transformation
Platform Provider
Pension Provider
Employee Benefit Consultant
Hybrid Advice
Making the Right Choice for Your Digital and Hybrid Advice Provider
Risk and Reward
Financial Wellness
Digital Transformation
Pension Provider
Employee Benefit Consultant
Hybrid Advice
Achieving your firm’s performance goals with EV’s hybrid financial advice model
Digital Transformation
Platform Provider
Pension Provider
Employee Benefit Consultant
Hybrid Advice
Buy or build a SaaS digital advisory service? How to know what’s right for you
Engagement
Financial Advice
Digital Transformation
Platform Provider
Pension Provider
Employee Benefit Consultant
DFM
Hybrid Advice
Discover the One Forecast Method That Can Personalise Risk and Reward in Automated Financial Advice
Digital Transformation
Pension Provider
Hybrid Advice
How the Financial Advice Industry is Using Technology to Improve Client Financial Wellbeing
Risk and Reward
Financial Wellness
Digital Transformation
Pension Provider
Employee Benefit Consultant
Hybrid Advice
Hybrid financial advice: The perfect blend of human and digital advice to provide valuable customer journeys
Digital Transformation
Pension Provider
Employee Benefit Consultant
Hybrid Advice
EV: Workplace Engagement Key to Improving Outcomes in Retirement
Digital Transformation
EV News
Hybrid Advice
Press Release
Financial Advice: Can Going ‘Digital’ or ‘Hybrid’ Deliver Better Client Outcomes?
Digital Transformation
Platform Provider
Pension Provider
Employee Benefit Consultant
Hybrid Advice
Digital Tools For Financial Advisers: 5 Lessons Firms Can Take From Challenger Banks
Digital Transformation
Platform Provider
Pension Provider
Employee Benefit Consultant
How to Improve Client Experience in Financial Services with Digital Financial Advice Technology
Digital Transformation
Platform Provider
Pension Provider
Employee Benefit Consultant
Why Digital Financial Inclusion Needs to be the Focus of Your Online Advisory Services
Digital Transformation
Pension Provider
Employee Benefit Consultant
Hybrid Advice
Case Study: A Marriage of More Than Convenience
Case Studies
Risk and Reward
Fund Managers
DFM
Case Study: Increasing Market Opportunities and Enhancing Investor Engagement
Case Studies
Risk and Reward
DFM
Case Study: Transforming Adviser Recommendations and Client Satisfaction
Case Studies
Risk and Reward
DFM
How EV's Risk Rating Methodology Can Benefit Your Investment Solutions
Risk and Reward
DFM
Why Risk Rating Your Investment Solutions Can Make You Stand Out From the Crowd
Risk and Reward
DFM
4 Challenges Cash Flow Software Can Solve for Financial Planners
Cashflow
EV: Fully embracing hybrid and digital advice is crucial to addressing the advice gap and for the future of advice
Digital Transformation
EV News
Hybrid Advice
Press Release
5 Ways You Can Help Your Members Achieve Financial Wellness
Financial Wellness
Pension Provider
Employee Benefit Consultant
Quick Tools
Unlocking the Mystery of Retirement Planning: Engage Consumers for Better Financial Understanding
Retirement Planning
Pension Provider
Employee Benefit Consultant
Quick Tools
Keep calm and do your (Consumer) Duty
Consumer Duty
Annuities - a choice for the future?
Retirement Planning
Pension Provider
Employee Benefit Consultant
The Inside Storey: A tale of two stories
Platform Provider
Press Release: EV enhances risk rating capabilities with automated links to nearly 250 model portfolios
Risk and Reward
EV News
Press Release
EVPro
To drive adviser efficiency and control costs, we should embrace change, not resist it
Digital Transformation
Hybrid Advice
Real-world decumulation forecasting is more important than ever in the current environment
Stochastic Forecasting
The Inside Storey: Capacity for loss based on standard of living
Platform Provider
Be methodical about risk to help meet your Consumer Duty
FCA
Consumer Duty
Income at risk: a new way of discussing drawdown with your clients
Income Drawdown
The mini-budget and EV forecasts
Avoiding foreseeable harm will be model behaviour
Asset Model
Regulation
Consumer Duty
Smoothing the pathway to employee financial wellness
Financial Wellness
Pension Provider
Employee Benefit Consultant
Live webinar: The alternative to a 60/40 portfolio
Events
Webinar
Why you should motivate your employees’ interest in their financial future
Financial Wellness
Pension Provider
Employee Benefit Consultant
Keep things simple to quickly engage consumers with their personal finances
Financial Wellness
Pension Provider
Employee Benefit Consultant
How EV can help you act now on the FCA’s Consumer Duty
FCA
Platform Provider
Consumer Duty
A model example of how to inspire financial wellness in the workplace
Asset Model
Financial Wellness
Pension Provider
Employee Benefit Consultant
Let’s get engaged on the road to financial wellness in the workplace
Financial Wellness
Pension Provider
Employee Benefit Consultant
Income Drawdown: How to nail down your clients' capacity for loss
Income Drawdown
Platform Provider
Capacity for loss
What-if scenarios illuminate the journey to better financial wellness in the workplace
Financial Wellness
Pension Provider
Employee Benefit Consultant
3 great reasons to join us at Empowering Advice Through Technology 2022
Events
EV News
Why leveraging adviser technology can deliver better client outcomes
Digital Transformation
Platform Provider
Stochastic Modelling: Delivering real-life client outcomes to your cash flow planning
Asset Model
Platform Provider
Pension Provider
Employee Benefit Consultant
DFM
EV listed in WealthTech100 for the fourth consecutive year
Platform Provider
Pension Provider
Employee Benefit Consultant
DFM
EV News
The Inside Storey: Getting the right trade off for cash flow planning
Platform Provider
Financial Education: it’s not just about words
Pension Provider
Employee Benefit Consultant
Answering your customers' financial questions has never been so quick
Engagement
Pension Provider
Employee Benefit Consultant
Quick Tools
Does your advice risk mapping demonstrate suitability for clients?
Risk and Reward
FCA Consumer Duty: requires evidence, not just action
Consumers
FCA
Financial Planning Compliance Checklist: Ensure Your Software Doesn’t Expose You to Risk
Risk and Reward
What Not to Assume When Making Your Market Assumptions
Asset Model
Platform Provider
How to Streamline Your Tech Stack With EV’s End-to-End Financial Planning Tools
Financial Advice
Stress testing: How to help eliminate your clients’ cash flow planning stress
Platform Provider
How Adviser Firms Can Improve Their Compliance Risk Management Process
Risk and Reward
The Inside Storey: My quest for the ultimate automated advice
Platform Provider
Improve Advice Consistency with EVPro's Financial Stress-Testing Software
Financial Advice
Platform Provider
How EV’s Solutions Can Optimise Your Financial Planning Compliance?
Financial Advice
Platform Provider
EVPro: Game-changing holistic financial planning software for advisers
Platform Provider
EV News
6 mistakes to avoid when building digital financial planning tools
Pension Provider
Employee Benefit Consultant
Choosing the Right Financial Adviser Tools for Your Firm
Retirement Financial Planning: What will 2022 look like for guided consumer journeys?
Retirement Planning
Pension Provider
Employee Benefit Consultant
Cash Flow Planning Software: Delivering Better Outcomes for Clients
Cashflow
3 Benefits of defining risk within your advice process
Financial Advice
How Digital Transformation in Financial Services is Helping Firms Increase Operational Efficiency
Platform Provider
Expanding the Horizon of Financial Wellness
Pension Provider
Employee Benefit Consultant
How to generate a lifetime of sustainable income for your clients
Income Drawdown
Platform Provider
How to effectively communicate pension changes using digital solutions
Pension Provider
Employee Benefit Consultant
Avoiding risk misalignment in client portfolios
Platform Provider
Prev
1
2
Next
⇧
