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Welcome to the EV Blog: Platform Provider
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Adviser
Pension Provider
Employee Benefit Consultant
Platform Provider
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EV: The potential of digital and hybrid financial advice in bridging the gap
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Hybrid Advice
Digital Advice
The Evolution of Digital Financial Advice Technology: From Robo-Advice to AI and Beyond
Digital Transformation
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Hybrid Advice
Digital Advice
Achieving your firm’s performance goals with EV’s hybrid financial advice model
Digital Transformation
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Hybrid Advice
Digital Advice
Buy or build a SaaS digital advisory service? How to know what’s right for you
Automated Advice
Engagement
Financial Advice
Digital Transformation
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Asset Manager
DFM
Hybrid Advice
Digital Advice
Financial Advice: Can Going ‘Digital’ or ‘Hybrid’ Deliver Better Client Outcomes?
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Hybrid Advice
Digital Advice
Digital Tools For Financial Advisers: 5 Lessons Firms Can Take From Challenger Banks
Digital Transformation
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Digital Advice
How to Improve Client Experience in Financial Services with Digital Financial Advice Technology
Digital Transformation
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Digital Advice
If ‘the customer is always right’, what do we do about their disinterest in financial advice?
Digital Transformation
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Hybrid Advice
Digital Advice
EV Digital Advice Channel Outlook 2023: Q&A with Andrew Storey
Platform Provider
Bank or Building Society
Adviser
EV News
Hybrid Advice
Outlook
Digital Advice
How to deliver good outcomes in an era of high inflation and higher tax
Asset Modelling
Financial Advice
Platform Provider
Adviser
The Inside Storey: A tale of two stories
Financial Planning
Adviser Tools
Platform Provider
Bank or Building Society
Adviser
The Inside Storey: Capacity for loss based on standard of living
Financial Planning
Adviser Tools
Platform Provider
Bank or Building Society
Adviser
FCA Consumer Duty is here, and it’s action stations for advisers
Regulation
Platform Provider
Bank or Building Society
Adviser
Consumer Duty
How EV can help you act now on the FCA’s Consumer Duty
FCA
Adviser Tools
Platform Provider
Adviser
Consumer Duty
How advisers are reacting to the FCA’s Consumer Duty
Adviser Tools
Platform Provider
Adviser
Consumer Duty
Income Drawdown: How to nail down your clients' capacity for loss
Income Drawdown
Platform Provider
Bank or Building Society
Adviser
Capacity for loss
Why leveraging adviser technology can deliver better client outcomes
Digital Transformation
Platform Provider
Bank or Building Society
Adviser
Stochastic Modelling: Delivering real-life client outcomes to your cash flow planning
Asset Modelling
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Asset Manager
DFM
EV listed in WealthTech100 for the fourth consecutive year
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Asset Manager
DFM
EV News
The Inside Storey: Getting the right trade off for cash flow planning
Financial Planning
Adviser Tools
Platform Provider
Bank or Building Society
Adviser
What Not to Assume When Making Your Market Assumptions
Asset Modelling
Platform Provider
Bank or Building Society
Adviser
Stress testing: How to help eliminate your clients’ cash flow planning stress
Platform Provider
Bank or Building Society
Adviser
The Inside Storey: My quest for the ultimate automated advice
Financial Planning
Adviser Tools
Platform Provider
Bank or Building Society
Adviser
Improve Advice Consistency with EVPro's Financial Stress-Testing Software
Automated Advice
Financial Advice
Financial Technology
Adviser Tools
Platform Provider
How EV’s Solutions Can Optimise Your Financial Planning Compliance?
Financial Advice
Financial Planning
Adviser Tools
Platform Provider
Bank or Building Society
Adviser
EVPro: Game-changing holistic financial planning software for advisers
Platform Provider
Bank or Building Society
Adviser
EV News
How Digital Transformation in Financial Services is Helping Firms Increase Operational Efficiency
Platform Provider
Bank or Building Society
Adviser
How to generate a lifetime of sustainable income for your clients
Income Drawdown
Platform Provider
Bank or Building Society
Adviser
Avoiding risk misalignment in client portfolios
Platform Provider
Bank or Building Society
Adviser
Why cashflow modelling remains essential to better client outcomes
Platform Provider
Bank or Building Society
Adviser
Changing the narrative around income drawdown
Income Drawdown
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Asset Manager
DFM
Broken mirrors bring considerably more than 7 years of bad luck
Income Drawdown
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Asset Manager
DFM
The rise and rise of cash flow planning
Stochastic Forecasting
Financial Planning
Platform Provider
Bank or Building Society
Adviser
Revolutionise your whole approach to suitable retirement income advice
Platform Provider
Adviser
Employee Benefit Consultant
Drawdown
Asset Manager
DFM
Helping consumers take control of their retirement planning
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Increase your customer engagement with a digital retirement planning solution
Retirement Planning
Robo Advice
Financial Advice
Financial Technology
Digital Transformation
Platform Provider
Pension Provider
Employee Benefit Consultant
Drawdown
The significance of choosing sustainable income funds in drawdown
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Drawdown
Asset Manager
DFM
Why matching funds to your clients' risk appetite is so important
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Drawdown
Drawdown risk: rewriting the rule book
Platform Provider
Pension Provider
Adviser
Employee Benefit Consultant
Drawdown
Modernising Risk Profiling: Embracing the Use of Risk Profiling Tools
Platform Provider
Pension Provider
Adviser
Employee Benefit Consultant
Drawdown
Why choosing the right cash flow model for drawdown matters
Platform Provider
Pension Provider
Adviser
Employee Benefit Consultant
Drawdown
What is risk appetite and why is it important to client risk profiling
Retirement Planning
Platform Provider
Pension Provider
Adviser
Employee Benefit Consultant
Drawdown
Importance of demonstrating value to your drawdown customers
Platform Provider
Pension Provider
Adviser
Employee Benefit Consultant
Drawdown
Celebrating 10 years in the EV journey: the events that shaped the Financial Services industry
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Asset Manager
DFM
EV News
How Technology Can Help Protect Your Most Vulnerable Customers in Financial Services
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
3 Ways to Improve Pension Income Drawdown for Consumers
Platform Provider
Pension Provider
Employee Benefit Consultant
Drawdown
Asset Manager
DFM
EV Bolsters Senior Management with Former FE Hire and Restructure
Platform Provider
Pension Provider
Bank or Building Society
Adviser
Employee Benefit Consultant
Asset Manager
DFM
EV News
Stochastic vs Deterministic Models: Understand the Pros and Cons
Asset Model
Platform Provider
Pension Provider
Adviser
Drawdown
Asset Manager
DFM