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


"I would like to congratulate the entire compliance team on the excellent service you have provided us. I have had cause to call your help desk many times during the last 2 weeks to help with our Compliance plan and stationary approval and on each occasion your staff have been very efficient."

Paul Chakravarti

Read More

Latest News

SimplyBiz Mortgages unveils portfolio review facility with Uinsure

March 22, 2018

In conjunction with Uinsure, SimplyBiz Mortgages has launched a portfolio review service for its members.

To use the new service, members send an email across to a dedicated email address (containing their client’s buy-to-let portfolio and current insurance renewal dates) and one of Uinsure’s regional development managers will contact them to outline the general insurance options available.

Read more >

Tom Hegarty and Ian McKenna confirmed to speak at PA360

March 16, 2018

Tom Hegarty of the New Model Business Academy and Ian McKenna of TRC are among the latest personalities confirmed as speakers at Professional Adviser's inaugural PA360 event next month.

Taking place at The Brewery in central London on 24 April, this exciting all-day event will offer a comprehensive 360-degree view of financial advice, with an unmissable line-up of dynamic speakers.


Read more >

"Waving the flag for the future of financial advice'

March 14, 2018

Helping young people grow and develop their careers is a responsibility I believe falls to us all. The recent National Apprenticeship Week, offered an opportunity to not only promote the option of apprenticeships to young people and employers, but also to celebrate the positive impact these schemes have already achieved.

Read more >

SimplyBiz Mortgages adds Masthaven to panel

March 12, 2018

Masthaven is the latest lender to join SimplyBiz Mortgages' lender panel.

From today, all SimplyBiz Mortgages members will have direct access to Masthaven’s specialist residential product range and will be able to offer the bank’s first and second charge lending products.

Read more >