Artificial Intelligence has been a hot topic for decades. Up until now though, it’s really been one of those things that still occupied the realm of science fiction, with very little traction in the real world. Yeah, yeah, ‘the robots are coming’. ‘AI is on its way’… Well, we might have just reached a genuine […]
Archives for 2023
How and when to do SMS and email marketing
When used appropriately, SMS and email marketing are both excellent avenues for building your sales funnel. If you’re just getting into this style of marketing for the first time, let’s run through some basic tips and approaches. Pro Tip: Keep in mind that email marketing (EDMs) and SMS marketing are primarily for retargeting existing customers, […]
Xero announces future plans for WorkflowMax
Over a decade ago, Xero acquired the WorkflowMax (WFM) product to build out Xero’s practice tool offering globally, and ultimately help us to create a more seamless experience for accountants and bookkeepers to run their practice in the cloud. We followed with the launch of Xero Practice Manager (XPM), bringing to fruition the early vision […]
Ex-advisor’s hate crime highlights one state’s crackdown on elder fraud
Pension and investment complaints fall by 8%
The number of complaints about life and pension or investment companies fell by 8% during 2022, according to the latest data from the Financial Ombudsman Service. But complaints about banking, insurance and mortgages were up as much as 14%. Data published by FOS today covered complaints data about individual businesses for the six months from […]
Instant-Issue Term Life Insurance: What Are The Costs Of Low-Hassle Coverage, And When Are They Worth It?
Traditionally, when a person applies for individual life insurance, they would need to go through an extensive underwriting process that lasts several weeks (or months) and may include personal and family health questionnaires, interviews, and/or physical examinations. Though this process was time-consuming and intrusive from the perspective of the person applying for insurance, it was […]
F2 Strategy Co-Founder Liz Fritz on the human element in wealthtech decisions
Advice/guidance review details emerge
Therese Chambers, director of consumer investments at the FCA, has revealed more details of the advice/guidance review, including the fact it will be a joint enterprise between the FCA and the Treasury. She shared the information during a speech at the TISA Financial Advice and Guidance Conference. She said the review will cover both the […]
#FA Success Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing, With Brenda Hiscock
Welcome back to the 325th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Brenda Hiscock. Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms. […]
