Fund and Asset Managers

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Insight and Opinion into Financial Planning Matters

58:58 - Using digital to shift client age

Josh Knight 27 April 2017

A survey in 2015 of over 600 advisers by Vision Business Advisers highlighted that the average age of a UK financial adviser was 58. Perhaps unsurprisingly, this is mirrored in the average age of their clients. Looking at data from the Q2 2016 Dynamic Planner Intelligence Report, the distribution of client ages shows a strong constituent from the Baby Boomer generation, also with an average age of 58....

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Topics: bensblog

Digital Advice - The Tide Is Turning

Gary Savory 23 March 2017

Over recent weeks and months I have been pleasantly surprised to speak to many advisory firms who are now taking the leap into the unknown of digital advice. During my five years at Dynamic Planner I have spoken to hundreds of advisers and directors who have mostly fallen into the "if it ain't broke, don't fix it" view around the type of clients and service they provide. That is a totally understandable and logical viewpoint. However, I am starting to speak to technical paraplanners and operational staff who have been tasked to take ...

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Topics: bensblog

Why 20% of investment advice will be automated by 2020 (plus or minus 10%)

Ben Goss 15 March 2017

I was asked last week to speak at the Personal Finance Society Leadership Forum on the topic of automation in advice. I started with the following questions:  ...

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Topics: bensblog

Engaging with digital, lessons from Uber

Ben Goss 31 August 2016

“Ford targets fully autonomous vehicle for ride sharing in 5 years”.  Ford’s announcement last week really made me sit up and think. I linked it with a remark made by Uber’s CEO a while ago that he wanted to get rid of drivers; "When there's no other dude in the car, the cost of taking an Uber anywhere becomes cheaper than owning a vehicle.” Investment advice firms are often concerned that the use of technology will devalue their role or somehow make the customer feel that they can do what the adviser is doing. As a result many ...

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Topics: bensblog

Your Financial Planning Business on its Best Day

Ben Goss 22 March 2016

Campbell Edgar a past president of the Institute of the Financial Planning and a member of our Financial Planning Advisory Board once told me “Good financial planning is helping the customer achieve their life goals and then ensuring that the cheque to the undertaker bounces!”....

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Topics: bens blog, bensblog

Overcoming the Big 4 Challenges to Successfully Implementing Digital

Ben Goss 15 March 2016

You know your customers have changed. More than three quarters of UK adults now have a smartphone, more than those who own a laptop. Two in five of these people routinely make banking transactions on them, 11 million people check them within 5 minutes of waking up and your customers according to the Deloitte Mobile Consumer Report, check them on average 13 times a day....

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Topics: bens blog, bensblog

  

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