Welcome to the February 2023 edition of EV FinTalk. Each edition provides a blend of news impacting the financial planning market, discussion around our latest viewpoints, articles from the EV team and guest content from our trusted partners.
Chet Velani, Managing Director at EV, discusses how evolving the delivery of financial advice, embracing technology, and focusing on the client's needs can help advisers differentiate themselves, improve efficiencies, and future-proof their business.
Andrew Storey, Group Innovation Director at EV, explains how EV can help adviser firms calmly meet their obligations ahead of the fast-approaching deadline. Are you ready to do your duty?
Here's a selection of content from our guest partner of the month:
P1 Investment Management (P1) is a discretionary investment manager and platform operator working closely with industry professionals, using technology to overcome the restrictions and limitations dominant in many traditional investment houses.
The growth in popularity of passive investment is only matched by that in responsible investment. As these two juggernauts of investment have converged, P1 Investment Management looks at how passive investment can do more than screen investments and actually take an active role in tackling climate change and benefitting society.
If you’re an adviser with clients who are investing for the future and concerned about climate change, what questions can you ask fund houses to ensure they align with your client’s objectives and views? P1’s Dr Rayer, P1’s Head of Ethical Investment, outlines the questions and topics advisers can engage fund houses on so you and your clients can have confidence their investments align with their aims.
They're proving to be an instant hit with clients:
"We use EVPro Investment and Retirement Quick Tools and are very impressed with the ease at which they help us to explain investment risk and risk-efficiency to our clients and prospects. The tools elevate our client relations, cut down lengthy processes, support compliance, and best of all, enhance outcomes – making happy customers."
Paul Blight, Head of Wealth Management, Tier One Capital.
*offer valid until end of March 2023 and requires an EVPro licence.
Our EVPro software has been designed with the best consumer outcomes in mind and to deliver consistency to your advice journey from start to finish, negating the need to integrate multiple third-party tools.
Read more about EVPro here, and get in touch to arrange a demo by clicking the link below.
Chet Velani joins Amy Austin alongside Heather Hopkins and Prakash Chandramohan to discuss why the Financial Conduct Authority proposed a simplified advice regime that will rely on firms using technology if it is to add real value.
We are delighted to share that we have been shortlisted for two awards at the Professional Adviser PA Awards 2023.
EV FinTalk will continue to include a range of insightful content over the coming months. If you would like to receive updates of future newsletters please subscribe below.
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