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

"Overall a great service much superior to my old network. I enjoyed my time with my old network and it was a tough decision for me to leave them. However, I have never looked back or regretted my decision for me to leave. I currently have other companies on my case to jump ship and leave SimplyBiz but they have been told that they are wasting their time. Keep up the good work!"

Orlando Heron
Holistic Solutions Financial Management

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Latest News

"Embracing the importance of good communication"

June 06, 2018

In recent years, as far as financial advice is concerned, so much emphasis has been placed on getting the right qualifications that the vital importance of soft skills has been neglected.

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Tom Hegarty: A ban on contingent charging is no solution

May 31, 2018

The recent NMBA survey of members on the issue of contigency charging provoked an unprecedented level of response and some striking results.

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"Please, Mr Provider, could we have some more?"

May 23, 2018

When Dickens’ Oliver Twist famously said “Please, sir, I want some more”, every reader or audience member knew that there was plenty available and his need for ‘more’ should have been satisfied. I feel somewhat the same in respect of the outcome of the Financial Services Compensation Scheme review.

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Liz Coyle: Your Senior Managers & Certification Regime refresher

May 17, 2018

Liz Coyle, Compliance Policy Manager for The SimplyBiz Group, recaps the key aspects of next year's big rules change.

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