Financial Advisor

The Importance of DORA for Financial Services Companies

The Digital Operational Resilience Act (DORA) is a new set of regulations introduced by the European Union, which will be fully in force from January 17, 2025. This new regulatory framework aims to strengthen the digital operational resilience of financial services companies, ensuring they can withstand, respond to, and recover from ICT-related disruptions and threats. […]

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Navigating the Digital Minefield: The Unseen Risks for Financial Advisors in a Tech-Driven World

Technology is revolutionising the world, and financial services are no exception. Financial advisors find themselves operating in an increasingly complex landscape, with technology introducing both opportunities and risks, and proper appreciation of these risks is essential to a thriving business. It is imperative that financial advisors take advantage of technology to create competitive advantage, whilst

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Navigating the Digital Landscape: Challenges Faced by UK Financial Advisors

As the digital age continues to transform industries, the field of financial advising in the UK is not exempt from the profound changes brought about by technology. Financial advisors in the UK are facing an array of challenges as they strive to adapt to the digital landscape. In this blog post, we will explore some of the key digital challenges faced by UK financial advisors and discuss strategies for overcoming them.

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