There are 4 item(s) tagged with the keyword "robo-advice".

Displaying: 1 - 4 of 4

1. "Get to grips with the softer side of advice"

Financial advisers have a unique skill set, which consists of technical knowledge, adherence to regulation and ethics, business skills to remain profitable, and interpersonal skills, which many would say are the most important, as these will determine whether an adviser is successful or not.

Tags: NMBA, robo-advice
By Tom Hegarty
2. A day in the life of... your client

Simply by changing your website you can tap into changing consumer behaviour...

Tags: NextGen Sites, robo-advice
By Richard Ardron
3. "To boldly go where no robot has gone before"

I am sure Star Trek would have flopped had it just been a bunch of robots exploring the galaxies; it needed great characters to bring it alive for its followers.

Tags: Ken Davy, robo-advice, FSCS
By Ken Davy
4. The real value of robo-advice to advisers

Although it has been just over two years since the UK financial services market began to discuss robo-advice with any seriousness, the term has fast become part of our shared vernacular.

Tags: robo-advice
By Matt Timmins

Displaying: 1 - 4 of 4

Testimonials

“Best service provider in the industry”

Graham Pratley
The Wealth Management Partnership

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Latest News

Ken Davy: "Dump those bad apples and embrace SM&CR"

August 10, 2017

It only takes a few rotten apples to add some very big numbers to every good adviser’s FSCS bill, so anything that will help us rid our sector of them is to be welcomed.

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Ken Davy: "Taking a weather check on pension freedoms"

August 02, 2017

BBC weatherman Michael Fish famously failed to forecast the hurricane in October 1987, which overnight destroyed 15m trees and turned the town of Sevenoaks into just one oak.

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Ken Davy: Revised managers' regime will uncover 'reckless and criminal' firms

July 28, 2017

The Financial Conduct Authority’s extension of the senior managers’ regime will help weed out “reckless and criminal firms”, financial adviser support firm SimplyBiz Group says.

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Ken Davy: "Good financial advice means more holiday cash"

July 26, 2017

As you prepare for a well-earned summer break, I urge you to reflect upon some detailed research by ILC-UK into the value of financial advice, which has revealed that even those consumers who are just getting by can be more than £40,000 better off if they receive advice.

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