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

SimplyBiz Group announce first post-flotation results

September 11, 2018

The Group has published its interim results for the six months to 30 June 2018 – its first since its flotation in April.

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Problems serving lower-value clients? There's a new solution...

September 05, 2018

Onvestor have joined the SimplyRefer panel to offer a solution for clients which are no longer viable to service, helping you realise the full commercial benefit from them, completely hassle free.

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The path to paraplanning

September 04, 2018

NMBA ask if there should be a formalised route to paraplanning

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Advice apprenticeships: a defence

August 22, 2018

Tom Hegarty of NMBA believes that apprenticeships are a valid route to the advice profession

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