Due to come into force in 2023, the Consumer Duty has few changes that may have slipped under the radar. One is that firms must appoint a Consumer Duty champion.
More than 50% of financial advisers expect to retire in the next 10 years. What exit strategy options do they have?
With more than 50% of financial advisers expecting to retire in the next 10 years, what exit strategy options exist for IFAs ready for retirement? Here are the choices.
Want to win? Statistics and trends prove financial services companies must provide digital solutions
While financial service companies who fail to innovate and add digital solutions risk losing customers, the human touch remains vital. Here's what people want.
With 73% of financial advisers, financial planners, and paraplanners open to adopting new technology, can you afford to ignore tech for financial advice firms?
Instead of viewing annual suitability reviews as a regulatory thorn in your side, turn them into an opportunity to demonstrate and add value for clients – and your business.
While most clients are happy, research shows that it may be possible for advice firms to gain 52% conversion improvement by improving customer engagement. Here’s how.
Introducing more technology designed to improve financial knowledge could help close the advice gap and improve financial wellbeing. Here’s how.
Many employers like to provide free financial advice to their employees as a work perk. But how can you deliver meaningful support to all corporate employees?
AdviceBridge has been shortlisted for 2 highly prestigious MoneyAge Awards: Innovation in Consumer Finance Award and Technology Provider of the Year.
65% of the wealth in the UK will be in the hands of women by 2025. So, here are seven ways you are well-positioned to attract women to engage in financial advice.
The FCA indicated that there were 24 million vulnerable adults in 2020. Find out how the new FCA Consumer Duty provides protection and what it means for you.
To build a loyal client base, without compromising the quality of service you can provide, what is the optimum number of clients and how can automation help?
Thinking about providing digital services to your clients but don’t know where to start? Here are 3 mistakes to avoid when introducing digital solutions to clientsThinking about providing digital services to your clients but don’t know where to start? Here are the three biggest mistakes to avoid.
71% of financial planning clients report experiencing financial anxiety at least half the time, yet only 49% of planners think financial anxiety affects their clients
Struggle to understand how to introduce automation to all your clients? The simplicity can make it seem appropriate for smaller clients only, but that's not true
If you want to take on a new type of client but are worried the complexities will eat up time and prove unprofitable, these 6 steps can help make it achievable
It's more profitable to segment your clients, so why are 41% of advisers still failing to do it? By AdviceBridge Since the PROD rules came into effect in January 2018, advice firms have been required
While automation can be brilliant, it's not appropriate to automate all areas of your business. So where should you be using technology to improve processes?
88% of investors who use robo-advisers say they'd be willing to switch to a human adviser. So, how do you incorporate both models into your service delivery?
The FCA has been consulting on what the Consumer Duty will involve, and how it will be implemented. Find out why here.
How to overcome the challenges of engaging the next generation – Part 3: Dispelling 3 millennial myths
Millennials are often thought to be entitled, lazy, and bad with money, yet they are actually pretty savvy. Find out the truth behind three millennial myths.
The technology that advice firms use can make a significant difference to business profitability. Find out what a tech stack is and what should be in yours.
Now that the last-minute scramble to meet the end of tax year deadline is over, read about how you can make the madness easier on you and your team in 2023.
The new Consumer Duty will be introduced in April 2023. With a 12-month lead time, here's how you can prepare.
79% of advisers don’t have a sales and marketing strategy targeting younger investors. Here are 3 practical ways to attract business from the next generation.