89% of UHNW individuals, Baby Boomers and Millennials have a strong preference for mobile app engagement. April Rudin dispels some myths at what investors really want from their advisers.

Ernst & Young reported that a mixture of advisor and digital interactions is preferred by the majority of the ultra-wealthy and by almost half of clients interested in moving between providers.

It’s not phishing! The single biggest data security risk to your organisation is simply emailing the wrong client with someone else’s personal data.

According to research conducted by Octopus Investments, three quarters (76%) of advisers expect a hybrid financial advice model will be the future.

ESG - Environmental, Social and Governance investing is talked about increasingly, and more companies are under public scrutiny for investing in industries such as tobacco and weapons.

Advisers who fail to build relationships with clients’ family members risk destroying the value of their business as wealth is passed on to the next generation.

Praemium is now an integration partner with moneyinfo. Integration between multiple suppliers takes the headache out of data management.

Sometimes it takes a quiet moment to realise we haven’t lined everything up behind the scenes. That moment? It might just be now. Especially when life’s pace reminds us how much smoother things go when plans are in place.

Resistance to digital adoption has come from the financial advisory world, not the end user. April Rudin suggest avoiding making faulty assumptions about what each segment wants or needs.

If your clients prefer email and are happy to receive their documents & messages in that manner, is it a valid reason not to implement secure messaging to protect your clients’ data?

To get the most out of your investment in digital technology you should aim to get all your clients using your app. And here’s five reasons why.

In its Market Watch briefing earlier in the year, the Financial Conduct Authority warned advisers on the risk of using messaging apps such as Whatsapp especially given the increase in home working.