FCA Consumer Duty rules on vulnerable customers: 6 Practical tips for financial services firms Discover practical tips for financial services providers to comply with the FCA's Consumer Duty rules on vulnerable customers. Enhance customer outcomes and contribute to a more inclusive financial landscape ..read more

Consumer Duty: The Business Benefits for Financial Firms As the Consumer Duty deadline looms, Wealth Wizards' Business Development Director Nick Hall shares insights on the importance of looking beyond compliance and leveraging Consumer Duty to gain a competitive edge ..read more

5 ways technology can help financial advisers meet Consumer Duty responsibilities Discover how technology revolutionises the financial advice process, from streamlined client information gathering to personalised needs identification and consistent advice delivery ..read more

PLSA's Retirement Living Standards - retirement age lifestyles impacted by the new boundary changes Rising inflation has led to a significant increase in the cost of achieving industry benchmark retirement living standards. Discover how economic pressures have impacted expected retirement standards, as revealed by data compiled by Wealth Wizards ..read more

In this recent article for FT Adviser, Wealth Wizards' Nick Hall argues that the next generation of financial advice will deliver more value, to more people, on a profitable basis ..read more

Technology is going to be a key driver towards better mental and financial wellbeing in the UK. Mental wellbeing is critical to a healthy, happy life, and there is clear evidence that our financial wellbeing impacts it. Having the confidence to make better financial decisions is documented to lead to better psychological and physical wellbeing. Wealth Wizards' Nick Hall makes sense of it all in this article ..read more

Launch of 'A Fragmented World' co-sponsored by Wealth Wizards In 2019, the lang cat published a paper called A Disconnected World. This examined integration in the advice sector and its impact. 'A Fragmented World', the follow-up to that paper, has discovered the battling forces of fragmentation and integration throughout the technological landscape ..read more

In this recent article for FT Adviser, Wealth Wizards' Nick Hall argues that the next generation of financial advice will deliver more value, to more people, on a profitable basis ..read more

Impact of Wealth Wizards' financial wellbeing application cited by Royal London CEO in half year results. Wealth Wizards’ Turo Wellbeing application has been cited by Royal London’s CEO within the mutual’s H1 2022 report, as instrumental in helping to build its customers’ financial resilience ..read more

What is the future of advice and wealth management service delivery? Recently, Stephen Wall from The Wealth Mosaic interviewed Wealth Wizards' Simon Binney on how Turo helps to enhance the adviser and client experience and how he sees financial advice and wealth tech evolving over the next 5-10 years ..read more