The winners of the advice world will be those who make more use of the right technology. There is no doubt technology is playing an increasingly important role in advice businesses. We now have systems able to significantly reduce the amount of time taken to carry out a wide range of tasks, from identifying and agreeing client objectives, performing risk profiling and suitability assessments, researching and selecting products and executing transactions.
Historically, life insurance premiums have been primarily compared on price, but this is no longer the only criteria. Protection should be an integral part of any mortgage advice process, but the length of post Mortgage Market Review (MMR) interviews means anything that can streamline providing fully compliant protection advice should be welcome. The Exchange, now owned by Iress, was the original industry comparison portal which replaced primitive 80s Videotex systems in 1992.
The question has been raised as to whether advisers are failing clients in not taking account of very real advances in science and technologyMy trips to the US to look at emerging technology usually give a valuable glimpse of what advisers here can expect to see over the next two to three years. My most recent trip provided many such insights but it also highlighted the fact an increasing number of very qualified individuals are starting to talk about a far more radical vision of the future.
Muck Rack makes it simple to find people, tweets, or articles that mention any name, keyword, company, hashtag etc. We've compiled this guide to help you make the most of your search.
Selecting a term
Start searching tweets, articles from media outlets, articles mentioned in tweets, journalists'
names, titles and bios with some suggested searches:
Companies or Topics (e.g. iPhone, Microsoft)
Phrases (e.g. "cloud computing") — use quotes to keep the terms together
Twitter handles (e.g. @username) — returns those who have mentioned or replied to
Names (e.g. "David Pogue")
Hashtags (e.g. #sxsw, #london2012)
Bio details (e.g. vegan, Olympics, father)
Muck Rack's Advanced Search allows for many boolean operators.
Find results that mention multiple specified terms, use AND or
+. For example, ensure each result contains both Elon Musk and Mark Zuckerberg by
searching Musk AND Zuckerberg or Musk + Zuckerberg.
Use the operators OR or , to broaden your search when you'd like either of
multiple terms to appear in results. (This is the default behavior of our search when no operators
are used). For example, results will contain either cake or cookie by searching cake OR cookie or cake,cookie
Use NOT or - to subtract results from your search. For
example, searching Disney will yield results about the Walt Disney Company as well as Walt Disney
World Resort. To exclude mentions of Disney World, search for Disney -World or Disney
When using one of these operators with a phrase, enclose it in quotation marks. For example, you can
find results about smartphones excluding Apple's iPhone 4S by searching smartphone -"iPhone
Exact case matching or punctuation
If you're searching for a brand name or keyword that relies on specific punctuation marks or capitalization, you can
find results that match your exact query by adding matchcase: before the keyword you're searching for, like matchcase:E*TRADE .
Use parentheses to separate multiple
boolean phrases. For example, to find journalists talking about having fun in Disney World or
Disneyland, search for ("disney world" OR disneyland) AND fun.
An asterisk can be used to search for any variation of a root word truncated by the asterisk. For example, searching for admin* will return results for administrator, administration, administer, administered, etc.
A near operator is an AND operator where you can control the distance between the words. You can vary the distance the near operation uses by adding a forward slash and number (between 0-99) such as strawberries NEAR/10 "whipped cream", which means the strawberries must exist within 10 words of "whipped cream".