This was a new concept for me, too. Your ‘digital legacy’ is your online life and, like it or not,...
Tag archive for: Digital
“Gen Z turn to family and TikTok instead of advisers”
There was an interesting discussion on one of the many online forums for we advisers, on the...
“Over a quarter of Gen Z Brits are turning to TikTok for financial advice”
When I started posting stuff on YouTube, my children of all ages did ask me: ‘Why?’ Not, as I (and...
“Elon Musk joins call for pause in creation of giant AI ‘digital minds’”
When I was growing up, men landed on the moon and within years we would supposedly be colonising...
“The tech winners and losers of the pandemic”
Although ethical/sustainable funds eschew fossil fuels, arms and fags, they are more often than...
“Google, Facebook and Amazon face new UK regulator”
In the 70s and ‘80s, financial services was the Wild West. Anyone could flog pensions and savings...
“Why Zoom fatigue won’t last forever”
In the excitement of Mother’s and birthdays, I omitted to mark another important anniversary last...
“Financial Planning in the Virtual Age”
I attended a Zoom meeting last week with 30-odd fellow financial advisers from around the country...
“Why pivoting to online meetings could damage your marketing”
Even in the periods between Lockdowns (Twockdown? LockdownLite?), I wasn’t comfortable going to...
“The Social Dilemma — this is how the world ends”
Just watched ‘The Social Dilemma’, a new documentary which posits that Twitter, Facebook et al...
The paperless office? There’s a long way to go.
I like to think we were well ahead of the ‘going paperless’ curve as we’ve an online business from...
“Is video conferencing the ‘new norm’ for advisers?”
It’s five months today since my last actual meeting with an actual client in their actual house....
“How much is too much screen time and how can we cut down during lockdown?
For the first few months of sunshiney lockdown, not getting out much was actually great. Online...
“NHS coronavirus contact-tracing app ditched in major U-turn”
I hate to say ‘I told you so’ but, well, I did. Financial services companies with huge IT...
“The reason Zoom calls drain your energy”
I have a client who’s been officially working from home for a big US corporation for some years....