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Advicetech firms to watch – the lang cat unveils the startups driving innovation in the financial services sector

Advicetech firms to watch – the lang cat unveils the startups driving innovation in the financial services sector
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Alex cowan sanluisHelena wardleAdrian durhamMark polsonAdvicetech catwalkPlatform oneStudio spacesHigh inquisitors

The Consumer Duty should end active management

The Consumer Duty should put an end to advisers “putting their clients in active funds”, an expert has said.

Alan smithHelena wardleTim horrocksRobert lockieRobin powellConsumer dutyMoney marketingCapital asset managementWardle financial planningMoney means

Customer data: The chickens are coming home to roost

Tim Sargisson looks at the world of client data and explores why utilising the right tools and technologies to fully leverage information is essential

Mike hoggHelena wardleNorwich unionCommercial unionMoney meansConsumer dutyTim sargisson

The Morning Briefing: New UK CEO for FNZ and soft skills and diversity

Good morning and welcome to your Morning Briefing for Thursday 19 May, 2022. To get this in your inbox every morning click here. New UK CEO for FNZ FNZ has appointed Alastair Conway as its chief executive of its UK and South Africa business. Conway joined FNZ in April 2021 to work on one of the company’s key

South africaUnited kingdomBarry norrisHelena wardleAlastair conwayJames hayPaul mcgerriganInitiative for financial wellbeingCurrent bankDeutsche bankMorning briefingArgonaut capitalIncome protectionSimplified applicationMonday maySky news

How do you know when your financial planning is a success?

In a recent online session held by the Initiative for Financial Wellbeing (IFW), Helena Wardle posed the question of whether the language we use about clients may be presenting money in an overly negative light.

Helena wardleInitiative for financial wellbeingFinancial wellbeing

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