CleverAdviser Technology LTD

22/05/2025

That’s a wrap on another fantastic week of Bankhall Wealth Development Days! 🎉

We’ve loved meeting advisers across Newport, Knutsford, and Durham this week - thank you to everyone who stopped by to chat with us.

A special highlight was having our CEO, Colum Wilde, join Ryan Cornish at the Knutsford event, and we also debuted some of our brand-new Clever merch, which went down a treat! 🎁

Big thanks again to Bankhall for another brilliant week.

📍 Next stop: Taunton — we’ll see you there next week!

15/05/2025

🚗 This week’s final stop on the Bankhall Wealth Development Days takes us to the West Midlands, after fantastic events earlier this week in Surrey and North London.

Nicola and Ryan Cornish have loved meeting so many advisers, sharing what makes CleverIM. different, and hearing about the challenges and opportunities in your businesses.

We’re back at it next week, with Davinia Rogers our Head of Sales joining the team for more events across the country!

A big thank you to Bankhall for hosting such a valuable series of events.

📍 If you’re attending next week, come and say hello, we will be in Newport, Knutsford and Durham!

01/05/2025

📍 Live from PA360 2025!
We’re here and set up right by the food hall – come and say hello! 🍽️👋

🎙️ Don’t miss George Cliff, our Co-CIO, joining the expert panel at 1:30pm today:
“Tech tips and opportunities for embedding digital tools and technology to make a difference to your business.”

💡 The panel will dive into:
🔹 How tech is actually being used in adviser businesses
🔹 What’s working – and what’s not – in real-world integrations
🔹 New innovations shaping the advice ecosystem
🔹 Practical ways to improve client outcomes and streamline operations with digital tools

🚀 Whether you're just starting to embrace digital or looking to level up, this session is packed with insight to help move your business forward.

📍 Find us by the food hall – we’d love to connect!

13/02/2025

A huge thank you to Dynamic Planner for an incredible 2025 Annual Conference! 🎉

Colum, our Founder & CEO, and George, our Co-CIO & Director of Research, loved presenting and sharing insights with such an engaged audience. The event was exceptionally well-organized and professional, with insightful breakout sessions and fantastic discussions. We had a great time learning, networking, and having fun!

Already looking forward to next year! 👏

12/02/2025

🔴 LIVE TODAY: The Future of Advice at
We’re at 22 Bishopsgate RIGHT NOW, exploring how data & AI can revolutionise financial advice! 🚀

📣 Join George Cliff, Clever's Director of Research and CIO, as he sheds light on the use of cutting-edge technology and financial science to drive portfolio construction and management processes to deliver consistent client outcomes.

Come and join us – let’s talk about the future!

29/01/2025

🚨 Financial planners, are you ready for the future of investing? As we move into 2025, the investment environment is shifting. With global events like the US elections and the Chancellor's budget now behind us, it's time to take a fresh look at multi-asset and MPS solutions.

The Professional Adviser Multi-Asset and MPS Roadshow is an unmissable opportunity to hear from expert speakers on how these solutions can help you maintain client confidence in a changing world. 🌍 You’ll learn how to diversify risk and align the right solutions with your clients' needs—all while keeping them comfortable in a turbulent market.

🔑 Join us at one of five major cities across the UK—gain valuable insights and get ready to tackle 2025 head-on.

💼 Secure your spot at the PA360 Roadshows now!

08/01/2025

🎉🎊 Welcome back and happy New Year🎊🎉

We’re so excited to kick off another amazing year with you all. Let’s make 2025 one to remember!
We've got some incredible events lined up for February that you won't want to miss!

Mark your calendars - we can't wait to see you at these exciting events. Let's make February unforgettable! 💫

31/12/2024

🎉 Happy New Year from Clever!

We hope you had a wonderful festive season and are as excited as we are to welcome 2025! Thank you for your partnership and support throughout 2024. To everyone we met at events this year, it was a pleasure connecting with you!

We’re starting 2025 strong with the PA360 Roadshows in February, and we’d love to see you there. Stay tuned for updates on all the events we’ll be attending.

Wishing you a Happy New Year filled with joy and success! 🎁✨

23/12/2024

🎄 From all of us at Clever, thank you for an amazing year!

Your support and partnership mean the world to us. As we gear up for 2025, we’re excited about what’s to come—stay tuned for updates!

Wishing you a wonderful festive season filled with joy and relaxation. 🎁✨

02/10/2024

At , George Cliff, our Director of Research encouraged advisers to remain disciplined and let go of underperforming funds, while letting successful ones flourish. His advice: "Cut the losers and let your winners run!" 🔥

It's a reminder to avoid the common pitfall of holding onto poor investments for too long.

Clever Adviser hits the news again with practical investment insights! 💼

Financial advisers must “stay disciplined in the investment process” and let go of underperforming funds, while allowing successful ones to flourish, according to Clever Adviser Technology research director George Cliff.