Mills Review: act fast to benefit from existing advantages
The Mills Review has made it official - customer acquisition is changing and the rise of... Read the article hereFintegrate extends EV partnership following five years of integrated risk mapping
Fintegrate has extended its partnership with EV, continuing a long-term relationship that... Read the article hereEV appoints Chet Velani as Chief Executive Officer
EV, the financial planning and customer engagement technology provider, has announced the... Read the article hereCase Study: Transforming retirement engagement
Read our latest case study to discover how Mercer transformed their retirement engagement and... Read the article hereEV calls for data-driven two-step approach to FCA’s Targeted Support
Following the close of the Financial Conduct Authority (FCA) consultation period on Targeted... Read the article hereEV appoints Kevin Okell as new non-executive director
EV, a leading financial services technology provider, today announced the appointment of Kevin Okell Read the article hereEV enhances intelliflo integration helping advisers deliver advice
Financial services technology provider EV has strengthened the integration between its end-to-end... Read the article hereEV elevates financial guidance with its upgraded EVDirect solution
Financial services technology provider EV today announced a significantupgrade to its digital... Read the article hereWhy modularity matters in scalable advice platforms
As a CTO in the financial planning and advice space, you'relikely wrestling with a complex... Read the article hereStop conflating volatility and risk in retirement financial advice
The FCA has said many firms are not taking account of risk factors beyond volatility – often... Read the article hereFinancial 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... Read the article hereEV enhances EVPro functionality
Financial services technology provider EV has enhanced the functionality within its EVProend-to-end... Read the article hereCase Study: Re-engineering financial advice
Read our latest case study to discover how AIB life re-engineered financial advice using EV's... Read the article hereAI 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... Read the article herePress Release: EV adds inheritance tax functionality to EVPro
Financial services technology provider EV has added inheritance tax functionality to its end-to-end... Read the article herePress Release: EV appoints Director of Systems Innovation
Financial services technology provider, EV, has appointed Sam Turner as Director of Systems... Read the article herePress Release: EV risk rates BNY Investments' multi-asset funds
Financial services technology provider EV has risk rated 12 of BNY Investments’ multi-asset funds... Read the article herePress Release: EVPro integrates with financial adviser CRM Plannr
Financial services technology provider EV has integrated its end-to-end financial planning solution... Read the article hereLack of transparency around income risk ratings hindering assessments
Analysis by leading financial software provider EV, finds that a lack of transparency around the... Read the article herePress Release: EVPro to include Just Group’s Secure Lifetime Income
Financial services technology provider EV has expanded the functionality within its EVPro adviser... Read the article herePress Release: Drawdown clients exposed to high-risk investments
Analysis by leading financial technology provider EV finds that just a quarter of multi-asset funds... Read the article herePress Release: EV to power enhanced capacity in Mercer Money app
Mercer has selected financial services technology provider EV to deliver DC pension forecasting... Read the article hereHow to balance customers and product in financial services
This blog discusses how financial services can balance customer needs and products to achieve... Read the article herePress Release: FCA’s report on retirement income advice a wake-up call
Following today’s FCA Thematic Review of Retirement Income Advice, Chet Velani, Managing Director,... Read the article herePress 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... Read the article hereAre you maximising your profitability with a superior customer experience?
In the fast-paced world of consumer financial planning, delivering exceptional customer experiences... Read the article hereEV Insights 2024 - Talking Product Development with Ashley Staples
Ashley Staples, Product Director at EV, shares his views on everything related to technology and... Read the article hereConsumer Duty: The vital role cashflow planning has to play
In this blog, we explore how cashflow planning tools can enhance the client-adviser relationship... Read the article herePress Release: Wesleyan Financial Services selects EVPro
Wesleyan Financial Services, which provides financial advice services tailored to medical, dental... Read the article hereHow 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... Read the article hereEV launches hybrid advice solution for long-term partnership, AIB life
UK financial planning software provider, EV, has launched the first phase of an innovative new... Read the article hereDigital 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... Read the article hereHow 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... Read the article hereHow 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... Read the article hereWhy Risk Rating Your Investment Solutions Can Make You Stand Out
In this blog, we'll discuss the key benefits of risk rating your investment solutions and why they... Read the article herePress Release: EV enhances risk rating capabilities
Financial software provider EV has enhanced its EVPro adviser tool suite by providing automated... Read the article hereIncome 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... Read the article hereSmoothing the pathway to employee financial wellness
In the third of our blogs focusing on how EVDirect’s QuickTools provide a smooth pathway for... Read the article hereWhy 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... Read the article hereKeep 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... Read the article hereHow 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... Read the article hereIncome 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... Read the article hereWhy leveraging adviser technology can deliver better client outcomes
This blog discusses our recent findings on why technology can be leveraged to achieve better... Read the article hereDoes 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... Read the article hereFCA 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... Read the article hereFinancial Planning: Ensure Your Software Doesn’t Expose You to Risk
Are you confident that your financial planning software isn’t exposing your firm to unnecessary... Read the article hereStress testing: How to help your clients’ cash flow planning stress
Everyone with investments has some degree of stress about their future wealth. Let’s look at how –... Read the article hereHow 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... Read the article hereEVPro: 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... Read the article hereChoosing the Right Financial Adviser Tools for Your Firm
In this blog, we look at why financial adviser tools are necessary in the changing financial... Read the article hereHow Digital Transformation is Helping Firms Increase Efficiency
In this article, we explore how digital transformation in Financial Services is helping adviser... Read the article hereHow 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... Read the article hereHow to effectively communicate pension changes using digital solutions
This article highlights what your business should consider when communicating any changes in... Read the article hereWhy cashflow modelling remains essential to better client outcomes
In this blog, we address the criticisms of cashflow modelling and outlines why we believe it... Read the article hereBroken 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... Read the article hereHow efficient is your income sustainability strategy?
Retirement income sustainability is a hot topic. Drawdown forms a major part of your clients'... Read the article hereThe rise and rise of cash flow planning
Cash flow planning has roots in accountancy, used as a financial planning tool for companies to... Read the article hereRevolutionise your whole approach to suitable retirement income advice
Our new income-focused attitude to risk questionnaire and risk rating service will seek to support... Read the article hereHelping consumers take control of their retirement planning
In this blog, we look at the challenges facing consumers trying to understand their retirement... Read the article hereConsidering your clients' changing preferences for ESG investing
Demand from consumers for Environmental, Social, Governance (ESG) or Socially Responsible Investing... Read the article hereThe 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... Read the article hereWhy matching funds to your clients' risk appetite is so important
Failing to match suitable investments with clients' risk appetite can have severe consequences - as... Read the article hereDrawdown risk: rewriting the rule book
Investors face a fresh set of risks when drawing an income in retirement. Much of the remedial... Read the article hereModernising 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,... Read the article hereWhy 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... Read the article hereWhat 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... Read the article hereEV Investment Solutions: When the going gets tough, the tough get going
EV Investment Solutions are grounded in robust and academically-tested investment beliefs that... Read the article hereAre You Preparing Your Consumers for Mortality Drag?
As consumers age, their life expectancy does not reduce at the same rate that they are ageing.... Read the article hereWhy Your Drawdown Clients Need to Understand Market Volatility
In our recent blog, we asked the question Why Should Sequencing Risk Matter to Your Drawdown... Read the article hereWhy 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... Read the article hereHow 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... Read the article here3 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... Read the article here3 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... Read the article here⇧