We believe 2025 is a year for innovation and meaningful change in financial advice delivery.
A widening advice gap coupled with systemic challenges as highlighted by the FCA’s recent proposals are testing the industry. And it’s a situation that’s intensified by adviser shortages and cost constraints.
The firms that adapt will thrive. And across all advice models, technology is providing an unprecedented opportunity to turn this challenge into an opportunity.
In my latest blog, I explore how technology and innovation can make financial guidance and advice more accessible, impactful and affordable for all – and at the same time address numerous challenges.
We joined pensions industry leaders at the Grosvenor House Hotel in London earlier this month and were delighted to be shortlisted for two awards:
1. At Retirement Solutions Provider of the Year
2. Innovation - Technology.
These nominations reflect our commitment to our clients, their customers, and to innovation. By pushing boundaries and crafting solutions, we’re creating better outcomes across the board.
The Tech Showdown: Empowering Advice Through Technology
Our Product Director, Ashley Staples, went head-to-head with other tech providers in a live, 8 minute 'Battle of the Tech'. His demo highlighted four benefits of our solutions:
1. Unified calculation engine 2. Seamless transitions 3. Real time scenario modelling 4. Automated compliance workflows.
We're thrilled to announce that Wesleyan's funds have been added to EV's risk rating service. This development brings significant benefits to financial advisers and their clients:
1. Over 700 risk rated funds are now available through EV's service
2. Advisers can easily match Wesleyan funds to client risk profiles
3. Streamlining the process creates clear objectives and better financial outcomes.
This integration with EV's calculation engine improves efficiency, transparency and clarity - ultimately supporting more informed investment decisions.
Leading the Way
In another recent article, for Professional Adviser, we return to the issue of the widening advice gap - and the opportunities it brings to attract and retain more customers.
In Bridging the Advice Gap with Digital Hybrid Solutions we share how the industry can address this gap by blending smart, automated tools with human support. With greater efficiency for firms and improved service for customers it’s a win-win.
In this 30-minute webinar, Lead Financial Adviser Rowan Higgs interviews industry experts, Yannis Katsis from Just and David Mcdonald from EV. Together, we unravel the complexities of guaranteed income and blending strategies.
EV is a brand name of EValue Limited. Registered office: EV, Benyon House, Newbury Business Park, Newbury, Berkshire RG14 2PZ, United Kingdom, Registered number: 07382500.
+44 (0)1635 881180
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