
Evolution 2022
Evolution is back for a second year running – and we can’t wait! Last year, we came together to discuss and explore what it takes to evolve financial services into the modern day. This year, it’s about you. Join us for a day of top-notch expert knowledge and ideas generation to evolve your business or accelerate your impact within your organisation.
Date: Tuesday 27th September 2022
Location: East Wintergarden, London, E14 5NX
News
Conversations with friends
I was recently asked to become The Verve Foundation’s Ambassador for Education and it’s one of my main goals to #BreakTheTaboo surrounding talking about money. [...]
Reflections
The Importance of File Checks
Whilst It’s tempting to grunt at the idea of combing through countless reports, illustrations, and phonebook-sized provider KFDs, what if you were missing [...]
Industry Insight
Checks and Balance
File checking in a business is generally completed because it has to be done. It’s a chore. One that may not necessarily fall [...]
FinTech Popular
An evening of Ctrl. Alt. Meet.
Despite the name, there were no Zoom links. For the first time in nearly two years, together with our friends at Haystack and [...]
Industry Insight Press Reflections
The backbone of advice firms
Financial administrators provide invaluable support for financial advice firms and financial administration should be considered a career in its own right, says Sophie Wilkin, [...]
Industry Insight Reflections
Report Templates: the pros and cons
When it comes to documenting advice, we know that time and resource can be an issue. As advisers and planners, as much of [...]
Industry Insight Press
Compliance, data migrations, and lessons learned from online wine investing
Good financial advice compliance is rarely front-page news, but It doesn’t have to be boring. In this episode of The WealthTech Show, Cathi [...]
Industry Insight
Tip top templates
Reports within financial services can often have a reputation for being dry, using IA (incomprehensible acronyms) and being generally unexciting. They also take [...]