16th November 2017

Who are the most influential financial service tweeters in the UK?

We launched our first annual ‘Top Tweeter’ awards in 2014 and every year they have proven popular so once again we are running a competition to see which financial services pros are at the top of their Twitter game as 2017 draws to a close.

In the last three years of running the awards we have received 340 nominations for the following categories:

Most prolific Adviser Tweeter
Most interesting Provider Tweeter
Most valuable Paraplanner Tweeter
Most useful intermediary Journalist Tweeter
Most insightful Support Service Tweeter

You don’t have to nominate each category and it only takes seconds of your time! So get involved today.

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The Golden Rule of AI for Financial Advisers: Protect Your Client Data

Artificial intelligence has the potential to transform the way advice firms work, helping to reduce administration, improve efficiency and free up more time for clients. But before embracing AI, there is one principle that should never be overlooked

Getting Better Results from AI: The RTCC Framework

Artificial intelligence is only as good as the instructions you give it. If you’ve ever asked AI a question and received an answer that felt generic, vague or simply not quite right, don’t be too quick to blame the technology.

Beyond the Hype: The Four Pillars of AI Assistance for Financial Advisers

Artificial intelligence has quickly become one of the biggest talking points in financial services. But once you look beyond the headlines, many advisers are left asking the same question: “What would I actually use it for?” If your only experience of AI has been asking it to write the occasional email, you’re only scratching the surface.

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