EV 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...The tipping point: How technology is democratising financial advice
My opening speech at EV’s conference, WealthTech 2025: The Leaders Meet, centred on how we’re at an...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...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...EV: The potential of digital and hybrid financial advice in bridging the gap
We recently held a roundtable with people from around the financial services industry to discuss...The Evolution of Digital Financial Advice Technology: From Robo-Advice to AI and Beyond
Discover the evolution of digital financial advice technology from robo-advice to AI and beyond. In...Making the Right Choice for Your Digital and Hybrid Advice Provider
In this blog, we discuss why EV is the right choice for your digital and hybrid advice provider at...Achieving your firm’s performance goals with EV’s hybrid financial advice model
In this article, we unpack the hybrid financial advice model, how it can help your firm achieve its...Buy or build a SaaS digital advisory service? How to know what’s right for you
In this article, we outline the key considerations when developing a digital advisory service,...Discover the One Forecast Method That Can Personalise Risk and Reward in Automated Financial Advice
In this article, we unpack what automated financial advice is and why you should adopt it, how you...How the Financial Advice Industry is Using Technology to Improve Client Financial Wellbeing
In this blog, we’ll take a deeper look into how the financial advice industry is turning to...Hybrid financial advice: The perfect blend of human and digital advice to provide valuable customer journeys
In this blog, we discuss what hybrid financial advice is, how hybrid advice can provide value for...EV: Workplace Engagement Key to Improving Outcomes in Retirement
Workplace engagement is crucial to improving financial outcomes for consumers, particularly around...Financial Advice: Can Going ‘Digital’ or ‘Hybrid’ Deliver Better Client Outcomes?
At first sight, this question reflects a tautology, as some folk speak of digital advice and hybrid...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...Why Digital Financial Inclusion Needs to be the Focus of Your Online Advisory Services
In this article, we discuss the advice gap, financial advice inclusion, how you can use fintech to...EV: Fully embracing hybrid and digital advice is crucial to addressing the advice gap and for the future of advice
A new white paper from financial software provider EV highlights the importance of fully...To drive adviser efficiency and control costs, we should embrace change, not resist it
This blog discusses why embracing technology to drive efficiencies in your adviser processes can...6 mistakes to avoid when building digital financial planning tools
This blog looks at 6 mistakes you should avoid when building financial planning tools that are...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...Expanding the Horizon of Financial Wellness
This blog explores how supplementing consumer financial recommendations with forecasts can help...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...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...⇧