The new Prime 2 offering provides just the right blend of human touch and automation Few subjects have caused more controversy in this industry over the last few years than robo-advice. I have always been clear I am an evangelist for advice automation, but equally that it is advisers who have the most to gain. […]
Advisers’ processes must change when new rules come into force from March March will see the introduction of the FCA’s annuity comparison requirements, following its policy statement PS17/12 last year. Few people will argue with the aim of helping people get the best deal at retirement. However, there are a number of significant flaws around […]
Love it or loathe it, St James’s Place knows how to recruit advisers. There’s a reason it takes pride of place at the top of the advice tree – by size, if nothing else. SJP passed the 3,500-adviser mark last month and shows no sign of slowing down. The growth has been steady and relentless. […]
Adviser’s overuse of financial jargon, a lack of confidence, and an increased perception of risk have led to a disparity in the uptake of investment advice between men and women, research from HSBC shows. The HSBC data shows women are more likely to think their friends and family do not want to talk about investing, […]
So far this year, members of Canada Life’s ican technical team have answered over 3,000 queries from advisers on a wide variety of subjects. One of the main topics of conversation has been chargeable events, and below are the top 5 most common queries. No. 1. Entitlement to personal allowances The growth in the value […]
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