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

“I would like to comment on the service and professionalism delivered during my compliance visit, James Gibson is a valuable to asset to SimplyBiz. Thank you once again for your support and guidance.”

Adrian Sipson
Lister Group

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Latest News

SimplyBiz Group supports AToM through DA application process

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New SimplyBiz Mortgages Member talks about why they chose to work with us 

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NMBA: Paraplanning apprenticeship goes live

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And applications for our 2019 cohorts are now open! 

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NMBA: Are you at full client capacity?

December 12, 2018

Could process efficiencies help you to work with more clients? 

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NMBA: Advisers see MiFID II lengthen processes.

December 05, 2018

New adviser survey shows two hours added to advice process by new regulation 

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