Welcome to the latest 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.
In this blog, Chet Velani, Managing Director at EV, explores the complexities and future prospects of the FCA's 'simplified advice' in the financial industry.
Adam Robins, Head of Content at EV, discusses the key benefits of risk rating your investment solutions and why they can help you achieve better long-term investment outcomes for your clients while helping your investment solutions stand out.
Check out this FTAdviser podcast, where Chet Velani and Ian McKenna shared their views on what impact artificial intelligence (AI) is likely to have on the financial advice profession.
Here's a selection of content from our guest partner of the month:
EQ Investors is a B Corp discretionary fund manager focused on sustainable investing. They've built partnerships with advisers in the UK and across the globe, offering active, passive, and bespoke investment solutions.
We share our scenario analysis to help clients navigate an uncertain landscape. Our base case is that inflation has peaked – in which case we favour high-yield credit and emerging market assets. Should inflation prove more persistent, with a deeper recession on the cards, then cash and government bonds are the order of the day.
Artificial Intelligence has the potential to help solve some of the world’s economic and social problems by boosting productivity and growth. However, it is important that we consider the potential adverse effects that could arise from increased integration.
We’re excited to announce the launch of Breakaway Adviser, a new initiative from Albemarle Street Partner, supported by ourselves – EV and threesixty. We’re supporting those advisers who have chosen to launch their own businesses. Check out the website and register your interest to hear more.
We're nominated in the BACK OFFICE AND SUPPORT - RISK PROFILING category. We would appreciate your vote if you access our risk profiling tools via EVPro, FE fundinfo, Advisa Centa, or one of many service providers using our APIs. The closing date is Friday, 30th June, so get your votes in now 👇
We're always looking for ways to improve our solutions to ensure they continue to meet adviser needs. We're now looking at what to develop next for EVPro - our end-to-end financial planning solution - and as a valued partner, we'd like your input.
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