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: 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,...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...Avoiding 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...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...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,...⇧