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From the category archives: Adviser Hub News

The point of impact

Stephanie Sotiriou, senior investment manager and ethical specialist at TAM Asset Management, talks to Adviser-Hub about impact investing and how advisers should position with clients.

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The rise of the hybrid-robos: how IFAs can future-proof their businesses

Robo-advisors are evolving into a new bionic threat. Scalable Capital has introduced human advisers and Wealthify and Nutmeg are considering it.

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How IFAs can take advantage of the FCA robo review: play them at their own game

In May of this year, the FCA published its review into ‘automated investment services’ – or robo advice platforms. In part the findings amounted to a suprising rebuke of their offerings, particularly in key areas such as suitability and service disclosure. 

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What are the big questions troubling business owners?

Google acts as doctor, therapist and now as management consultant as small business owners seek answers

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A regulatory framework for the digital era?

Despite GDPR now a reality, many UK businesses still have their head stuck in the sand rather than face the reality. Paul Holland, CEO of cyber security innovator Beyond Encryption, considers how GDPR will change the way we do business, and what financial advisers can do to make sure they’re compliant.

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Does email marketing work?

In spite of fears that it is losing its edge, done right, email marketing still gives a good return on investment.

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'It’s not that we use technology, we live technology’

Yes, we’ve all heard the warnings that advisers might be replaced by robots. But the point people miss is that technology isn’t a competitor, it’s a tool.

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GSAM: Presence in Your Absence

Failure to build an effective brand potentially can limit the ability to grow a successful advisory practice.

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Why 2018 is the year to go digital

With the new year in full swing, have you enacted your resolutions? As the world adapts to the technological revolution it is time for IFAs to digitalise their work as well.

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MiFID II: A safer, but more boring, future for advised clients

MiFID II runs to 1.7m paragraphs and covers all aspects of trading in European financial markets.

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