JP McCarthy
@JPMcCarthy6
Business Development Specialist @Intellifloltd Passionate about #fintech & helping advisory firms get the most from technology. #socialselling Views my own.
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Interesting concept. Working down under or Canada would never be easier. Retiring to the gold coast an option over Bournemouth or Worthing? " dw.com/en/canzuk-coul… @dwnews #trade #canzuk # #globaltrade #internationalrelations #globalization
dw.com
Is CANZUK Britain's new EU?
The idea of a trade bloc between Britain, Canada, Australia and New Zealand gained traction after the 2016 Brexit vote. Small when compared to UK-EU trade, proponents say it could help counter a...
The vast majority of consumers have picked their adviser based on a recommendation from a trusted source. #financialadvice #financialplanning #financialadvisors ftadviser.com/your-industry/…
ftadviser.com
Word of mouth is most popular way to find adviser by far
The vast majority of consumers have picked their adviser based on a recommendation from a trusted source.
Thirty-six per cent of younger advisers plan to add a new piece of technology that is more than double the 15% average. moneymarketing.co.uk/news/younger-a… #financialadvice #technology #fintech #investing
moneymarketing.co.uk
Younger advisers spearhead tech adoption
Financial advisers aged under 45 are spearheading tech adoption in the profession.This is what NextWealth reveals in its latest tech stack report update.Thirty-six per cent of younger advisers plan...
Setting yourself a manageable budget and practical goals will help you feel more financially resilient, organised and in control – resulting in a healthier relationship with money. @MensHealthMag #Twitter #moneymanagement #savings #financialplanning menshealth.com/uk/mental-stre…
menshealth.com
5 Tips To Boost Your Financial Fitness
Money on your mind? Here’s how to finesse your finances
Smaller advice firms are at risk of falling behind as their larger counterparts demonstrate a greater ability to embrace new technology. @ftadvisor #technology #saas #financialadvice ftadviser.com/your-industry/…
ftadviser.com
Large advice firms stealing lead on tech
Smaller advice firms are at risk of falling behind as their larger counterparts demonstrate a greater ability to embrace new technology, such as e-signature programs.
Two in every five young investors failed to list a single practical reason for investing among their top three motivators. @Independent_ie #financialplanning #finance #success #financeandeconomy independent.co.uk/money/invest-c…
independent.co.uk
Growing number of young investors taking higher risks
Investment apps are making it too easy to put money into companies or ventures without considering risks, regulator warns
The new intelliflo, a combination of five Invesco-owned tech businesses from the UK and North America. @Profadviser #financialplanning #ifa #finance #fintech #saas professionaladviser.com/opinion/402822…
professionaladviser.com
Nick Eatock: The new intelliflo
'Aim to widen access to advice'
Intellifo's new brand. #saas #crm #financialadvice #financialplanning lnkd.in/eHq_eBS
Exciting news, the launch of a bold, new brand identity for the new intelliflo and new names to unify the combined range of solutions. @IFAMagazine #IFA #financialplanning #financialadvice #crm ifamagazine.com/article/major-…
Opportunities in fintech are endless as the innovation thrives on the ever-evolving technology. Consumers want to do more in their finances and fintech solutions are rising to the occasion. @EntEurope #fintech #financeandeconomy #finance entrepreneur.com/article/362981
Insurance policies, quotes and pricing are based on risk. If you are the type of person who leaves it to the last minute, their risk charts show you are a more risky person. The sweet spot is around 21 days. @Dorsetecho #financialplanning #insurance dorsetecho.co.uk/news/19053778.…
Only a 34% of advisers are offering all their clients #cashflow modelling, despite 70% agreeing cashflow modelling technology is the most popular tool for helping clients meet long-term goals. @planner_tweets @i4CtechUK @IntellifloLtd #cashflow #ifa professionalparaplanner.co.uk/cashflow-model…
• Sort out your savings… • When it comes to investing, start small... • Think about a Stocks and Shares ISAs... • Looking to buy property? Get a plan in place… • Invest in good money habits… @glamourmag #financialwellbeing #financialadvice #savings glamourmagazine.co.uk/article/millen…
glamourmagazine.co.uk
The millennial's guide to post-lockdown financial planning and investment
We asked the experts...
A global economic bounceback, opportunities in green energy, good value in post-Brexit Britain and even the chance to make money on big oil: all this & more is on offer for investors looking for profit in 2021. @FT #investing #investors #valueinvesting ft.com/content/a17fb0…
ft.com
Investment 2021: prospects and pitfalls in a post-pandemic world
FT Money’s experts pick out promising trends and causes for concern
Here, rounded up the most helpful nuggets of advice from Alice's Money Matters columns this year: @glamourmag #financialadvice #financialplanning #savings #financialgoals #moneymanagement glamourmagazine.co.uk/article/top-mo…
glamourmagazine.co.uk
The top 10 financial tips we learnt from our Money Matters column in 2020 that you need to hear
First things first: cut yourself some slack.
One of the most striking observations to come out of a recent Department for Work and Pensions study was how people tended to focus on the early phase of retirement rather the latter stages. @_moneymarketing #retirement #financialadvice moneymarketing.co.uk/analysis/does-…
Greater use of technology in the advice process necessarily accelerated during the Covid-19 lockdown but clients are now in danger of digital burnout, writes Nick Eatock. Here he discusses how to keep clients engaged. @intelliflo @Profadviser #financial professionaladviser.com/opinion/402376…
professionaladviser.com
Nick Eatock: Managing client 'digital fatigue' during lockdown
'Omnichannel' engagement
Financial advice firms have made significant strides in improving their use of technology over the last year, leading to increased revenue and more clients, according to new research from @Intelliflo. @F_Reporter #financialplanning #financialadvice financialreporter.co.uk/finance-news/a…
Amongst those who have received financial advice, 55% of this subset said the greatest benefit is the ‘peace of mind provided by their relationship with an adviser. @_moneymarketing #finacialservices #financialadvice #ifa #wealthmanagement #Retirement moneymarketing.co.uk/view-from/disc…
Financial advice firms have made significant strides in improving their use of technology over the last year leading to increased revenue and more clients, according to Intelliflo’s eAdviser Index 2020. #financialplanning #technology #Banking wealthadviser.co/2020/11/03/291…
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