Future-Proofing Advice Businesses – White Paper
A new white paper by Strategi Group 2030: The Next Generation Advice Business, explores the shifts shaping the future of the financial advice industry...
Advice Disputes – Your Verdict on Your File Notes
A small majority of advisers, it seems, are confident their files notes would protect them if their advice was ever disputed by a client,...
Latest Poll – Is AI on Your Business Radar?
Our latest poll is asking you to consider the extent to which you will be embracing AI services into your advice business this year.
This...
Dacreed Picks up Adviser Support Programme
The adviser support programme (ASP), launched by Partners Life in 2018, is being handed over to compliance and training firm Dacreed.
Originally launched as a...
Naomi Ballantyne Talks Succession Planning
Catching the attention of Riskinfo readers this week was news that former Partners Life MD Naomi Ballantyne has fronted a video offering guidance on...
Fees Free Training for Budding Financial Advisers
Strategi Institute is offering students the chance to study for the Certificate in Financial Services (Level 5) under the government’s fees free scheme.
With the...
Legacy Systems Hinder Business Growth
Legacy technology is preventing the majority of insurers from meeting their customers' expectations, claims a report published by a business systems and data management...
Rob-Advice Won’t Replace Advisers
Robo-advice still has a long way to go and isn’t necessarily a significant competitor to the human financial adviser, says Terry Ball, principal of...
Initiative to Elevate Women in Finance
INFINZ and the FSC are holding an Empower & Elevate: Women in Finance leadership series, featuring three events addressing leadership development.
The first event –...