Workflow automation is the process of automating certain business processes in order to increase workplace accuracy and efficiency. In today’s rapidly changing business environment, workflow automation has become crucial. However, due to the many misconceptions about these processes, many organizations are reluctant to implement this much-needed technology. By automating workflow, companies can reduce the costs of […]
Archives for 2022
John Moret: Was Rowanmoor sunk by shifting SIPP regulation?
The demise of Rowanmoor Personal Pensions this week comes as no surprise. I commented on the FOS determination (DRN -3042933) involving Mr T. and Rowanmoor in my article “Just what is fair and reasonable – take 2” back in January. Sadly, the management of Rowanmoor has come to the understandable conclusion that they have no […]
Evelyn expands London Financial Planning team with new hire
Financial Planner and wealth manager Evelyn Partners has recruited Financial Planner Michael Vaughan to help expand its London Financial Planning team. Mr Vaughan joins from Attivo Group where he worked for three and a half years and was a Chartered Financial Planner. Prior to Attivo he worked for S&P Global Market Intelligence. Mark Pollock, partner […]
Evelyn expands London Financial Planning team with new hire
Financial Planner and wealth manager Evelyn Partners has recruited Financial Planner Michael Vaughan to help expand its London Financial Planning team. Mr Vaughan joins from Attivo Group where he worked for three and a half years and was a Chartered Financial Planner. Prior to Attivo he worked for S&P Global Market Intelligence. Mark Pollock, partner […]
Exclusive: FSCS dealing with nearly 3,000 Rowanmoor claims
The FSCS has received nearly 3,000 claims against 116 advice firms involved in recommending pension products from failed SIPP firm Rowanmoor. The new figures reveal the scale of the problem caused by the failure of Rowanmoor Personal Pensions Limited (RPPL) which collapsed into administration this week after a flood of claims. Most of the claims […]
Raymond James offering advanced technology education for financial advisors
Speed up Customer Payments With an Early Payment Discount
Ever feel like getting customers to pay is like pulling teeth? If you’re in business and invoice customers, the answer is likely a resounding yes. Many customers wait until the due date to pay (who hasn’t?). Other customers still don’t pay even after the deadline has passed. And if your business needs cash, you may […]
Cornwall IFA adds automated fee system
Newquay-based IFA Roberts Clark IFS has added an automated advice fee quotation and client onboarding workflow management system. The system has been in beta testing for the past 12 months. So far 120 new clients have accepted terms via the automated fee quotation service, generating £290,000 of new pipeline fee income to the firm in […]
CII joins Finance T Level panel
The Chartered Insurance Institute (CII) has joined the panel which validates content for Finance T Level courses. T Levels follow-on from GCSEs and are equivalent to three A levels. They offer students a mixture of classroom learning and in industry experience with a work placement of a minimum of 315 hours spread over two years. […]
CII joins Finance T Level panel
The Chartered Insurance Institute (CII) has joined the panel which validates content for Finance T Level courses. T Levels follow-on from GCSEs and are equivalent to three A levels. They offer students a mixture of classroom learning and in industry experience with a work placement of a minimum of 315 hours spread over two years. […]