This article is written by Charles Orton-Jones, Former Professional Publishers Association Business Journalist of the Year, editor-at-large of LondonlovesBusiness.com and editor of EuroBusiness magazine. How do you convince shy and embarrassed consumers to seek the advice they need? It's a titanic challenge for the financial advice industry – and one it is currently failing. Right now, the Great British public [...]
We humans are better than we think at picking out who to trust. Crows feet tell us smiles are genuine. Pursed lips or folded arms tell us that something is amiss. Everyday interactions are littered with little clues to tell us who is on our side, and who isn’t. More often than not, our assessments [...]
David Prosser is a freelance journalist who writes about personal finance, technology and innovation. The headlines could hardly have been more damaging. The Financial Conduct Authority’s announcement of the results of its review into the robo advice market in May prompted widespread anger. The normally sober Financial Times described the FCA’s critique of the burgeoning [...]
Our Chief Technology Officer Peet Denny was interviewed for The Telegraph in an article about the value of CTOs within SMEs. 'For an organisation doing any kind of product development, it's crucial to have someone that's bilingual in technology and business.'
18th June 2018 Jon Card is a freelance journalist specialising in small business, enterprise and technology, writing for The Guardian, The Telegraph and The Times on a regular basis. Despite apocalyptic predictions, most in the financial sector believe AI will be good for jobs. But staff will need new skills in order to take advantage. [...]
On 23rd May, we won the 'Technology Innovation of the Year' at the UK Pensions awards hosted by Professional Pensions. It is recognition for our robo paraplanner and its ability to 'power up' advisers and help them to process more regulated advice cases in less time. The robo paraplanner is currently being used with great [...]
On Thursday 10th May, we held an exclusive event at Warwick Business School at The Shard. The aim was to bring together the most knowledgeable people into one room and predict how a future advice industry using AI might look. Andrew Firth, CEO of Wealth Wizards kicked off the day, looking at the [...]
15th May 2018 Charles Orton-Jones is a former PPA Business Journalist of the Year, specialising in AI and FinTech. He began his career as editor of EuroBusiness magazine, and now writes on the rise of artificial superintelligence and use of algorithms in business. The British Heart Foundation recently wanted to capture the attention of Millennial [...]
In a bid to make some processes more efficient, Mercer are launching a 'robo-paraplanner' with the help of Wealth Wizards to help customers with defined benefit transfers. Read the full article in New Model Adviser here, you might have to sign up to view the article.
Our announcement has been featured in Fintech Finance, now Mercer will be able to provide digital financial advice to their customers.