EV FinTalk

Pioneering financial insights - where innovation meets strategy

Welcome to the cutting edge of financial planning, where traditional boundaries dissolve and breakthrough thinking takes centre stage.

Our newsletter curates a blend of expert analysis, emerging market trends, and thought provoking content that challenges conventional wisdom and empowers financial professionals to reimagine their financial planning and advice approach.

Dive into our latest issue, where ground breaking ideas meet pragmatic wisdom, and discover why staying informed isn't just an option - it's your competitive advantage. Ready to revolutionise your financial planning and advice perspective? Sign up today.

FINTALK V2 2024

December 2024

As we wrap up what’s been a remarkable 2024, we’ve seen some significant shifts in financial services, particularly around retirement income advice and digital transformation...

 

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FINTALK V2 2024

July 2024

The FCA's Retirement Income Advice Thematic Review has outlined some important flaws which must be addressed, and as a result, we will see positive change for consumers and the opportunity for innovations across our industry...

 

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FINTALK V2 2024

May 2024

In this dedicated FCA Thematic Review edition, we explore the implications of the review, helping you navigate the FCA's requirements, what is available to address them, and more.

 

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EVFinTalk (960 × 540 px) (1)

February 2024

We embark on a journey into the dynamic financial planning landscape in 2024. With insights from Chet Velani, Andrew Storey, and Ashley Staples, along with a special mention to The Pension Lab, and all the latest news and events... 

 

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EVFinTalk (960 × 540 px)

October 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. 

 

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EVFinTalk March (960 × 540 px) (1)

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.

 

 

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EVFinTalk June (960 × 540 px)

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.

 

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EVFinTalk March (960 × 540 px)

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.

 

 

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EVFinTalk Feb

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.

 

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