Every growing advice firm needs a good CRM, or Customer Relationship Management system, that’s kept regularly up-to-date. But, if you’re based in the European Union (and yes, that still includes the UK!), or if you have people living in the EU in your database, you will need to abide by new data protection regulations known as GDPR, which are due to come into force on 25th May. Essentially, what GDPR means is that companies will have to seek consent from people before storing

Why hasn't robo-advice taken hold more quicky? Looking for an answer to this $6 million question the world is asking when it comes to th

Just because you can buy an ETF in the morning, sell it by lunch and buy it back again by dinner doesn't mean you should. They should be

Its not just clients that worry, financial advisors do too. This is just one of the few behaviours that could have a negative impact on your