For financial advisers

Five fabulous women in finance

We’re celebrating women in finance and sharing the thoughts of five fantastic women! They’re awesome, inspirational and make a difference to so many more women!

What financial advisers can do better than AI

For financial advisers

There are many things financial advisers are better at than anybody else – including even the best AI and smartest robo-advisers. Here are things financial advisers are great at.

Do you have a succession plan for your business?

For financial advisers

Succession planning gives you and your clients peace of mind - their needs will be taken care of when you retire, and you can enjoy retirement or new business ventures.

What’s your unique value proposition?

For financial advisers

Financial advisers with a clearly defined unique value proposition have a competitive advantage they can use to grow their businesses.

Diversify your client base to future-proof your business

For financial advisers

Diversification reduces risk and creates growth opportunities. Diversifying your client base can give you a resilient, sustainable, and growing business.

What is the value of financial advice?

For financial advisers

Financial advisers help their clients make good financial decisions, which goes a long way to creating, protecting, and passing on generational wealth.

2022’s top business risks and what they mean for financial advisers

For financial advisers

Is your business risk-ready and resilient? Identifying and planning for the year’s top business risks will help you manage them and build a resilient business.

What is finology and how can it help financial advisers retain their clients?

For financial advisers

Finology is the study of people’s relationships with money. Understanding how these relationships affect decisions can help clients set achievable financial goals.