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Boost Engagement, Minimize Human Assistance

Digital and hybrid solutions are providing efficient and cost effective methods of advising that make advice more accessible to more people. To ensure that clients fully understand why they are following certain advice and remain confident in their decisions, advisors must ensure trust is built by providing tangible advice that fits in with the clients needs and goals and by utilizing digital and hybrid resources and tools to explain the thought processes and implications of such decisions.

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AI’s Proximity to Stock Market Forecasts

ChatGPT has revolutionized AI, bringing it to the forefront of popular opinion. Though concerns about its potential for job replacement were realized, it can actually be beneficial for a range of industries. AI can reduce overhead costs, detect anomalies and inefficiencies, inform customer service decisions, and more. To ensure its safe and responsible integration into the workplace, companies should provide clear guidelines and opportunities for staff to build knowledge on AI-driven processes.

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Wealth Tax: Sensible UK Move Now?

The UK is facing a challenging financial environment with taxes at their highest level since the end of WWII, rising public debt, and inflation reducing people's disposable income. Business and investor confidence has been further damaged by a hostile tax environment. To turn this situation around, the government must focus on job creation and business investment, while also providing taxation cuts for individuals and businesses. This, along with wise financial decisions, could result in a healthier public purse and improved economic outlook.

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“Inflation Surge: Navigating Fixed Income Futures”

Join us on Thursday 18th May for an exclusive webinar with M&G Investments and their star fixed income fund managers! Ben Lord, Bob Miller, and Nick English will offer insights into the bond markets and how you can use their Index fund to optimize portfolio strategy. They will discuss their experiences in the bond markets, provide valuable perspectives and offer strategies to strengthen your portfolio and increase returns. Register now and take advantage of this unique opportunity to hear from the rockstars of the Fixed Income world.

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Debate: Adviser-Owned Platforms – The Future?

The Myers-Briggs Test (also known as the 16 Personalities test) is a detailed questionnaire developed in the 1960s that can provide insight into personality type and help assess individual strengths, weaknesses and motivations. Utilized for business and team building, understanding team dynamics and traits can save time, money and energy and create powerful, strategic alliances. This test provides an opportunity to advance from managing a team to truly leading them, helping professionals unlock their team's potential and find success.

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Progeny’s Summer School: Adviser Dreams Realized

Offering tailored advice, investment management, and tax services in the form of a summer school program to 16-18 year olds in Leeds. This program provides an opportunity to learn the basics of investments, taxes and financial planning in order to empower individual financial success. Guided by Progeny's expert advisers, students leave with the valuable skill set needed to begin their own financial planning career.

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Discover Fundment in Just Five Minutes

At MMI Leeds on May 11, Ola Abdul, CEO of Fundment, will deliver a keynote address exploring challenges and opportunities facing the ever-changing financial industry. Platform providers have failed to adequately meet the needs of advisors, especially with inaccurate advice and unsuitability risks leading to decreased portfolio performance. There has also been a lack of modernised processes, such as the absence of revised services to keep up with the times, and slow migration processes when desired. On the positive side, there is now more control and ownership through self-service options and consistency/accuracy with multiple providers utilizing Single Protocol interfaces. MMI Leeds will be an excellent opportunity to discuss current and upcoming industry trends, allowing advisors to improve their services while gaining a greater understanding of customer needs.

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