Man vs machine who wins the investment battle?
Robo advice is increasingly prevalent. Some advisers, though, are still a little wary of technology and unsure whether robo advice will really generate the best results for both their businesses and...
View ArticleAdvice and investing is evolving. Is economics about to do the same?
Read whichever classic economist you like and you’ll soon hit upon the theory of growth economics. In the 1870s, aspiring economists, seeking to emulate physicists like Newton, tried to create an...
View ArticleWhat is regulatory technology (regtec) and how is it helping advisers?
Regtec, regulatory technology, has been coined as a phrase as the sister to fintech (financial technology). Although technology has been used in the regulatory space for nearly twenty years now, this...
View ArticleHow data visualisation can help grow your advisory business
Data, data, data everywhere! But not a drop that can be deciphered? It can be easy to feel like this when confronted with a mass of lists and tables full of just words and numbers. Yes, it’s wonderful...
View ArticleThe changing state of advisers’ relationship with fintech
As a fintech company, we were surprised to see the results of a recent PWC poll of financial services firms. PWC’s findings suggest that 61% of leading UK financial services firms feel as though they...
View Article7 Successful Ways to Build Client Relationships
Bob Dylan said it best back in 1964 when he sang that the times are a changin,’ and from the unique perspective of an IFA, the world of finance is certainly undergoing its biggest revolution yet....
View ArticleMerry Techmas
Picture the scene. It’s a snowy Christmas evening in 2047 and after a day’s celebrations, all is quiet. You’ve been able to absent yourself from the awkward office party by simply sending your...
View ArticleMiFID II
While increased legislation may not have been on your Christmas wish-list, the revisions made to the ‘Markets in Financial Instruments Directive,’ – otherwise known as MiFID – land in January 2018, and...
View Article7 Dos and Don’ts of Investing
While the world of investing is always on the move, whether fueled by changes in global mood, geopolitical events or the onset of new technology, there are still some set-in-stone rules to live by when...
View ArticleThe History of Machine Learning
While artificial intelligence (AI) is most closely associated with dystopian cities and anonymous robot armies, you don’t have to be a student of the sci-fi genre to understand its applications, nor to...
View ArticleAn Introduction to Machine Learning
Machine learning may have been a buzzword for a while, but if you don’t know what it is, you’re certainly not alone. Rumours abound what it is – and isn’t – so let’s go back to basics to ascertain its...
View ArticleHow Machine Learning Fits Into Financial Services
While the rise of machine learning may make sense in many ways, how exactly it fits into the complicated and fast-paced world of finance may not be so clear. After all, while a machine may be able to...
View ArticleWorking With The Robots – Man and Machine Together
Baroness Lane-Fox of Soho, better known as Martha Lane-Fox, the online entrepreneur who made both her name and her fortune with lastminute.com is certainly a name to be trusted when it comes to...
View ArticleArtificial Accounting – How Technology Can Boost Your Bottom Line
Say Ta-Ta to Time Honoured Traditions From men in stuffy suits to penny-pinching portrayals of misers, accountancy has always suffered a chronic lack of glamour. Despite sky-high professional entry...
View Article7 Dos and Don’ts of Investing
While the world of investing is always on the move, whether fueled by changes in global mood, geopolitical events or the onset of new technology, there are still some set-in-stone rules to live by...
View ArticleThe History of Machine Learning
While artificial intelligence (AI) is most closely associated with dystopian cities and anonymous robot armies, you don’t have to be a student of the sci-fi genre to understand its applications, nor...
View ArticleAn Introduction to Machine Learning
Machine learning may have been a buzzword for a while, but if you don’t know what it is, you’re certainly not alone. Rumours abound what it is – and isn’t – so let’s go back to basics to ascertain its...
View ArticleHow Machine Learning Fits Into Financial Services
While the rise of machine learning may make sense in many ways, how exactly it fits into the complicated and fast-paced world of finance may not be so clear. After all, while a machine may be able to...
View ArticleWorking With The Robots – Man and Machine Together
Baroness Lane-Fox of Soho, better known as Martha Lane-Fox, the online entrepreneur who made both her name and her fortune with lastminute.com is certainly a name to be trusted when it comes to...
View ArticleArtificial Accounting – How Technology Can Boost Your Bottom Line
Say Ta-Ta to Time Honoured Traditions From men in stuffy suits to penny-pinching portrayals of misers, accountancy has always suffered a chronic lack of glamour. Despite sky-high professional entry...
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