EV FinTalk

Catch up on what you've missed and take a look at our past newsletters

Our newsletter includes news and insights from around the financial planning market. We will discuss our latest viewpoints, popular articles and guest content from our trusted partners each month.

Catch up on our latest issue below, and if you would like to be kept in the loop and receive our next issue, sign up today.

September 2023

Guest content from ESG Accord, Ashley Staples, Product Director at EV, highlights the importance of educating your members to boost pension contributions and grow AUM. Adam Robins, Head of Content at EV, discusses what your business needs to consider when choosing your digital and hybrid advice provider at a time when technology plays an important part in our daily lives.

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July 2023

Chet Velani, Managing Director, discusses why stress-testing has real-world implications for advisers in the Consumer Duty era, and Adam Robins, Head of Content at EV, explains how hybrid advice can provide value for your clients.

June 2023

Guest content from EQ Investors, while Chet Velani, Managing Director, explores the future prospects of the FCA's 'simplified advice' in the financial industry, and Adam Robins, Head of Content at EV, highlights the key benefits of risk rating your investment solutions.

March 2023

Guest content from Invesco Asset Management, while Andrew Storey, Group Innovation, looks at how advisers can ensure they comply with the FCA Consumer Duty rules.

February 2023

Guest content from P1 Investment Management, while Chet Velani, Managing Director at EV, discusses how embracing technology improves efficiencies, and future-proofs your business.

January 2023

Guest content from King & Shaxson, 2023 Q&A Outlooks from across the EV business channels, and an overview of our new EVPro Investment and Retirement Quick Tools.

December 2022

Guest content from IBOSS Asset Management, while Chet Velani gives his outlook for 2023, a viewpoint from David McDonald on how annuities will be a popular choice of the future and an overview of our new Income at Risk methodology.