There are 4 item(s) tagged with the keyword "robo-advice".

Displaying: 1 - 4 of 4

1. "Get to grips with the softer side of advice"

Financial advisers have a unique skill set, which consists of technical knowledge, adherence to regulation and ethics, business skills to remain profitable, and interpersonal skills, which many would say are the most important, as these will determine whether an adviser is successful or not.

Tags: NMBA, robo-advice
By Tom Hegarty
2. A day in the life of... your client

Simply by changing your website you can tap into changing consumer behaviour...

Tags: NextGen Sites, robo-advice
By Richard Ardron
3. "To boldly go where no robot has gone before"

I am sure Star Trek would have flopped had it just been a bunch of robots exploring the galaxies; it needed great characters to bring it alive for its followers.

Tags: Ken Davy, robo-advice, FSCS
By Ken Davy
4. The real value of robo-advice to advisers

Although it has been just over two years since the UK financial services market began to discuss robo-advice with any seriousness, the term has fast become part of our shared vernacular.

Tags: robo-advice
By Matt Timmins

Displaying: 1 - 4 of 4

Testimonials

"Having joined SimplyBiz last August, you may or may not remember that I nearly did an 'about turn' before leaving the network I was with. It was after a conversation by phone with you (Ken Davy), that I decided to join and to be totally frank, it was the best move I have made. Thanks for that."

Doug Ryder
Bucks

Read More

Latest News

SimplyBiz's Centra has strong uptake

January 17, 2019

2300 advisers sign up for the Group’s end-to-end investment advice system since launch.

Read more >

Having the LPA conversation

January 17, 2019

APS Legal’s Scarlett Musson looks at why it’s so essential to discuss Lasting Power of Attorney with every client.

Read more >

Be a better you in 2019

January 09, 2019

Our Group Chairman discusses productive New Year’s resolutions and why time spent planning is never wasted.

Read more >

The SimplyBiz Group responds to the proposed FOS award limit increase

January 03, 2019

Read the statement from Ken Davy to the FCA's current consultation along with The SimplyBiz Group's full consultation response.

Read more >