Letters of Authority and transfers still a major pain point in the financial service industry
Letters of Authority (LoA) and transfers are still a pain point in our industry. Read about why it’s high time for this to improve and how AdviceBridge can help.
Catch 22: Advice firms want better tech but can’t (or won’t) pay for it
Many advice firms have come a long way in integrating tech into their everyday business processes and systems but still appear reluctant to pay for better tech
The “Great Wealth Transfer”: How technology can help you deliver accessible financial advice to every generation
During the great wealth transfer, around £5.5 trillion will transfer between generations. As 54% of IFAs worry that they could lose business, technology is key.
Is your business sale-ready? If not, it should be. So, here’s how to prepare for a successful sale, whether that’s in 2 or 20 years
As you prepare your business for a successful sale, how well you use technology can be invaluable to securing a positive outcome. Find out what you need to do and why.
5 important gaps in the Consumer Duty where advice firms can improve their service
Read about five gaps that the FCA’s Consumer Duty doesn’t cover and how advice firms could take the chance to further improve their client service offerings
Clients expect access to their finances from 5 am to 11 pm – extend your office hours or ???
The way people like to access financial services is changing. Find out whether you should extend your office hours or adopt a digital approach for your business.
Are you making use of the Pension Advice Allowance?
A useful way to encourage people to get advice on their retirement savings, the Pension Advice Allowance could be a great source of profit for financial planners
Do you need a Consumer Duty champion?
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.
73% of financial planners and paraplanners are open to adopting new technology. Are you?
With 73% of financial advisers, financial planners, and paraplanners open to adopting new technology, can you afford to ignore tech for financial advice firms?
How to use client reviews to give – and receive – more value
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.
How to gain 52% conversion improvement thanks to better customer engagement
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.
Solving the advice gap: There’s only one viable solution…
Introducing more technology designed to improve financial knowledge could help close the advice gap and improve financial wellbeing. Here’s how.
Financial Wellbeing – Can you access all corporate employees and discover hidden gem clients?
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 shortlisted for not one but two MoneyAge Awards 2022
AdviceBridge has been shortlisted for 2 highly prestigious MoneyAge Awards: Innovation in Consumer Finance Award and Technology Provider of the Year.
7 ways to attract women to engage in financial advice and why it matters
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.
How the new FCA Consumer Duty will help protect vulnerable customers
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.
How introducing automation to your advice business can improve the optimum number of clients
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?
Overcoming the 3 big mistakes advisers make when providing digital services to their clients
Thinking about providing digital services to your clients but don’t know where to start? Here are the three biggest mistakes to avoid.
Financial anxiety – How to spot it and help to reassure your clients
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
Struggling to introduce automation to ALL your 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
6 steps to take on a new type of client that doesn’t fit your ideal client profile
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?
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
To automate or not to automate? Here’s what’s best left to technology
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?