The Risk Hub Toolkit
We’ve been building out a range of tools and resources across Risk Hub to support different parts of the advice process. Much of this has
Automation
Two new tools to help streamline your risk advice process
Over the past little while, I’ve been spending some time working on a couple of tools aimed at smoothing out parts of the risk
How are your risk tools shaping up?
If there’s one theme that keeps coming up in recent conversations with advisers, it’s this: most of us feel like we should be further
Making Sense of Microsoft Copilot
This article was recently shared on LinkedIn and received a great response, so we thought it was worth re-posting here for Risk Hub readers. If
From Admin Overload to Advice Excellence: How Claras.ai can transform your practice
* This is a guest contribution courtesy of Claras.ai Let’s be honest – you didn’t become a financial adviser to spend your evenings writing file
Embracing AI in Advice: Protecting Yourself and Your Clients
As we continue to explore and leverage technology, including AI tools, it’s crucial to balance innovation with responsibility. You won’t find all the answers here,
AI: The Promise, the Hype, and the Practical Reality
Artificial intelligence is everywhere you look, promising to revolutionise every corner of our lives – but there’s still a lot of confusion and concern about
Streamlining Your Writing Journey Using AI
This newsletter first appeared in our LinkedIn series, “AI Essentials for Advisers.” We thought it was worth replicating here to provide valuable insights directly on
New Program Module: Presentation Creation with AI
We are excited to announce the latest addition to our AI Essentials course – “Presentation Creation with AI.” This module is designed to help