EV appoints Kevin Okell as new non-executive director
EV, a leading financial services technology provider, today announced the appointment of Kevin OkellEV enhances intelliflo integration to help advisers deliver smarter, more efficient advice
Financial services technology provider EV has strengthened the integration between its end-to-end...EV elevates financial guidance with its upgraded EVDirect solution
Financial services technology provider EV today announced a significantupgrade to its digital...Why modularity matters in scalable advice platforms
As a CTO in the financial planning and advice space, you'relikely wrestling with a complex...Stop conflating volatility and risk in retirement financial advice
The FCA has said many firms are not taking account of risk factors beyond volatility – often...Financial advice in a more fragile UK: why we need to prepare
UK retirement advice may need to change before the market does again. Customers' needs and...EV enhances EVPro functionality to help advisers meet FCA sustainable income expectations
Financial services technology provider EV has enhanced the functionality within its EVProend-to-end...AI In Finance: Why Innovation Can't Wait for Regulation
The Current State of Financial Advice The UK's personal financial services market has long grappled...Press Release: EV adds inheritance tax functionality to EVPro financial planning tool
Financial services technology provider EV has added inheritance tax functionality to its end-to-end...Press Release: EV appoints Director of Systems Innovation to support evolution of EV’s multichannel financial planning and advice solutions
Financial services technology provider, EV, has appointed Sam Turner as Director of Systems...Press Release: EV risk rates BNY Investments' multi-asset funds to support advisers’ investment suitability risk assessments
Financial services technology provider EV has risk rated 12 of BNY Investments’ multi-asset funds...Press Release: EVPro integrates with financial adviser CRM Plannr
Financial services technology provider EV has integrated its end-to-end financial planning solution...Press Release: Lack of transparency around income risk ratings of popular drawdown investments is hindering adviser suitability assessments, finds EV
Analysis by leading financial software provider EV, finds that a lack of transparency around the...Press Release: EVPro expands income drawdown functionality to include Just Group’s Secure Lifetime Income
Financial services technology provider EV has expanded the functionality within its EVPro adviser...Press Release: Drawdown clients exposed to high-risk investments without their knowledge
Analysis by leading financial technology provider EV finds that just a quarter of multi-asset funds...Press Release: EV to power enhanced modelling capacity in Mercer Money pension and financial wellness app
Mercer has selected financial services technology provider EV to deliver DC pension forecasting...How to balance customers and product in financial services
This blog discusses how financial services can balance customer needs and products to achieve...Press Release: FCA’s report on retirement income advice a ‘wake-up call’ with potential for significant harm identified, warns EV
Following today’s FCA Thematic Review of Retirement Income Advice, Chet Velani, Managing Director,...Press Release: Half of British adults want help understanding how much to save for retirement, finds EV
Our latest research, in conjunction with Opinium, finds that half (49%) of British adults would...Are you maximising your profitability with a superior customer experience?
In the fast-paced world of consumer financial planning, delivering exceptional customer experiences...EV Insights 2024 - Innovating Financial Planning with Andrew Storey
Andrew Storey, Group Innovation Director at EV, shares his thoughts on anticipated industry...EV Insights 2024 - Talking Product Development with Ashley Staples
Ashley Staples, Product Director at EV, shares his views on everything related to technology and...EV Financial Planning Insights 2024 - With Chet Velani
Chet Velani, Managing Director at EV, discusses the focus of EV during 2024 and the challenges and...Consumer Duty: The vital role cashflow planning has to play
In this blog, we explore how cashflow planning tools can enhance the client-adviser relationship...Press Release: Wesleyan Financial Services selects EVPro to power its advice journey
Wesleyan Financial Services, which provides financial advice services tailored to medical, dental...How financial planning technology can improve consumer pension optimism
With the cost of living remaining a constant worry for many, it's no surprise that consumer...EV launches innovative hybrid advice solution as part of long-term partnership with AIB life
UK financial planning software provider, EV, has launched the first phase of an innovative new...Digital Tools For Financial Advisers: 5 Lessons Firms Can Take From Challenger Banks
Over the past decade, challenger banks like Monzo, Tide and Starling have disrupted the UK's...How to Improve Client Experience in Financial Services with Digital Financial Advice Technology
Across the financial services industry, companies are facing several challenges, including the need...How EV's Risk Rating Methodology Can Benefit Your Investment Solutions
Our previous blog talked about the advantages of risk rating your investment solutions. It's a...Why Risk Rating Your Investment Solutions Can Make You Stand Out From the Crowd
In this blog, we'll discuss the key benefits of risk rating your investment solutions and why they...Press Release: EV enhances risk rating capabilities with automated links to nearly 250 model portfolios
Financial software provider EV has enhanced its EVPro adviser tool suite by providing automated...Be methodical about risk to help meet your Consumer Duty
As all parties involved in creating and distributing retail investments strive to get their...Income at risk: a new way of discussing drawdown with your clients
In this blog we introduce the concept of "Income at Risk" and how you can use it to ascertain...Smoothing the pathway to employee financial wellness
In the third of our blogs focusing on how EVDirect’s QuickTools provide a smooth pathway for...Why you should motivate your employees’ interest in their financial future
In the second of our blogs on how EVDirect’s QuickTools can be used to inspire your employees to...Keep things simple to quickly engage consumers with their personal finances
EVDirect is powering ahead in the drive to help pensions and workplace benefits providers inspire...How EV can help you act now on the FCA’s Consumer Duty
The clock is already ticking on FCA’s Consumer Duty. With less than a year to go until compliance...Income Drawdown: How to nail down your clients' capacity for loss
In this blog, we examine the different methods that can be used to identify your clients' capacity...Why leveraging adviser technology can deliver better client outcomes
This blog discusses our recent findings on why technology can be leveraged to achieve better...Does your advice risk mapping demonstrate suitability for clients?
There’s no question that the advice profession has its work cut out to provide financial planning...FCA Consumer Duty: requires evidence, not just action
With Consumer Duty the talk of the town in 2022, all eyes in the adviser community are turning to...Financial Planning Compliance Checklist: Ensure Your Software Doesn’t Expose You to Risk
Are you confident that your financial planning software isn’t exposing your firm to unnecessary...Stress testing: How to help eliminate your clients’ cash flow planning stress
Everyone with investments has some degree of stress about their future wealth. Let’s look at how –...How Adviser Firms Can Improve Their Compliance Risk Management Process
How confident are you in your adviser firm’s compliance capabilities? In this blog, we explore the...EVPro: Game-changing holistic financial planning software for advisers
We are excited to announce the launch of EVPro, our complete, end-to-end financial planning tool...Choosing the Right Financial Adviser Tools for Your Firm
In this blog, we look at why financial adviser tools are necessary in the changing financial...How Digital Transformation in Financial Services is Helping Firms Increase Operational Efficiency
In this article, we explore how digital transformation in Financial Services is helping adviser...How to generate a lifetime of sustainable income for your clients
In our latest article, we discuss a new approach to delivering a sustainable level of income to...How to effectively communicate pension changes using digital solutions
This article highlights what your business should consider when communicating any changes in...Why cashflow modelling remains essential to better client outcomes
In this blog, we address the criticisms of cashflow modelling and outlines why we believe it...Broken mirrors bring considerably more than 7 years of bad luck
Our latest white paper; Drawdown: The Mirror Image of Accumulation proposes and evidences that the...How efficient is your income sustainability strategy?
Retirement income sustainability is a hot topic. Drawdown forms a major part of your clients'...The rise and rise of cash flow planning
Cash flow planning has roots in accountancy, used as a financial planning tool for companies to...Revolutionise your whole approach to suitable retirement income advice
Our new income-focused attitude to risk questionnaire and risk rating service will seek to support...Helping consumers take control of their retirement planning
In this blog, we look at the challenges facing consumers trying to understand their retirement...Considering your clients' changing preferences for ESG investing
Demand from consumers for Environmental, Social, Governance (ESG) or Socially Responsible Investing...The significance of choosing sustainable income funds in drawdown
In our latest blog, we discover why it’s important for your clients to have a sustainable level of...Why matching funds to your clients' risk appetite is so important
Failing to match suitable investments with clients' risk appetite can have severe consequences - as...Drawdown risk: rewriting the rule book
Investors face a fresh set of risks when drawing an income in retirement. Much of the remedial...Modernising Risk Profiling: Embracing the Use of Risk Profiling Tools
The risk profiling process is in desperate need of a shake-up. We appreciate it’s a bold statement,...Why choosing the right cash flow model for drawdown matters
The growth of cash flow modelling is one of the most favourable financial advice developments over...What is risk appetite and why is it important to client risk profiling
In this blog, we explore the definitions of risk appetite and capacity for loss and explain how...EV Investment Solutions: When the going gets tough, the tough get going
EV Investment Solutions are grounded in robust and academically-tested investment beliefs that...Are You Preparing Your Consumers for Mortality Drag?
As consumers age, their life expectancy does not reduce at the same rate that they are ageing....Why Your Drawdown Clients Need to Understand Market Volatility
In our recent blog, we asked the question Why Should Sequencing Risk Matter to Your Drawdown...Why Sequencing Risk Should Matter to Your Drawdown Customers
Being able to bring sequencing risk to life for your customers in a way that aids genuine...How Technology Can Help Protect Your Most Vulnerable Customers in Financial Services
Now more than ever, vulnerability is a topic that all companies should be aware of, not just those...3 Ways to Improve Pension Income Drawdown for Consumers
In this blog, we focus on pension drawdown and how consumer expectations can be better met to help...3 Simple Ways to Improve Your Customers' Retirement Planning
In this piece, we will help you to understand the things your customers need to consider before...⇧