By Miles Reucroft • 06-Nov-2018 09:18:25 • iOStore

We are all well versed in using apps – they add capability to our smart phones, tablets and televisions. Installing an app boosts the functionality that is available to us, be it having a weather forecast to hand, playing a game to kill five minutes on the train, messaging friends or checking the football scores. And the beauty of this is that it is a very unique thing. Whilst several of the people you know might have the same phone as you, it is unlikely that they have the same set of apps as you, so bespoke is your user experience.

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By Mark Harman • 10-Oct-2018 15:23:32

Like it or not, the financial planning industry is experiencing a period of increased regulation, whether it’s through the Retail Distribution Review (RDR), MIFID II or the new changes to DB pension transfers.

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Were you ever curious about a person and looked him or her up online? You might’ve come across his or her social media accounts, personal website, pictures and work. While doing this casual research, did you notice that you were beginning to develop an opinion or understanding of who that person is and what he or she is all about?

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Open architecture is a philosophy that we have always subscribed to. In the financial advice profession it is usually attributed to platforms who work with the entire fund management industry. With technology playing an increasingly prevalent role in our industry, however, the phrase ‘open architecture’ has a much wider connotation and is now itself playing a more prominent role in the discussions we have with clients, colleagues and advice firms.

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By Nigel Brook-Walters, SEI • 07-Sep-2018 11:52:43

The day-to-day running of a financial advice business can be an all-consuming process in itself, often getting in the way of finding the time and space to make strategic decisions. Add to that the time pressures of life in general and finding time to plan ahead can be challenging.

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What would you do with more time? It is a very personal question, but something everyone will have an opinion on. More time on the golf course, more time with the family, more time spent on your business; more time is something we could all use.

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By Miles Reucroft • 08-Aug-2018 10:31:19

We have been running our social media survey for five years now to gauge how financial advice firms use social media platforms in their businesses. The presence of platforms such as Facebook and Twitter have become so ubiquitous in our everyday lives that their use from a business perspective has become inevitable.

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By Chris Davies • 26-Jul-2018 14:04:04

Machine learning in retail financial services is one for the future, right? Well not if you attended Intelliflo’s Change The Game 2018 conferences held at Old Trafford Cricket Ground, Manchester and the Business Design Centre, London.

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Recently we have been out and about doing one of my favourite things; exhibiting at events. The reason it’s one of my favourite things is I always find these events so inspiring and motivating.

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By Mark Harman • 09-Jul-2018 10:59:11

When considering the future of financial planning, many believe the industry is facing a ‘perfect storm’. This is forcing changes to the way financial planners and their businesses operate. Increased regulation resulting from the Retail Distribution Review (RDR) and MIFID II, as well as uncertain market conditions, are seeing financial planners transform the way they work.

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