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... 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 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 hereAvoiding foreseeable harm will be model behaviour
Consumer Duty has arrived, and it's here to stay. Great minds in adviser land are now busy working... 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 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 here⇧