DD|Hub

The intelligent & efficient way of handling discretionary investment manager due diligence. Instant online access to DDQ responses for advisers and managers.

[DD|Hub @DDHub_]

The new approach to financial adviser research and due diligence on discretionary managers. Why waste weeks with Word/Excel templates - get instant online access to detailed DDQs and responses, via https://t.co/VwhloNKUy0

[DD|Hub @DDHub_]

The start of some relief for WealthTek investors, but a salutary reminder for financial advisers of the need for robust #duediligence before entrusting any provider with client assets (@FCA TR16/1). FSCS pays £26.6m to WealthTek administrators https://t.co/zwhmmOK0Fd

[DD|Hub @DDHub_]

Delighted to be joining Albemarle Street Partners to discuss Building a Centralised Investment Proposition. 7 March, 11am, 1 hour - details & register here: https://t.co/tBdpfLnXe3

[DD|Hub @DDHub_]

Proud to have added SIPPs to DD|Hub's free due diligence service for advisers - get the info you need to guard against foreseeable harms. Register free today

[DD|Hub @DDHub_]

Great day at Money Marketing Interactive helping Advisers spot & avoid foreseeable harms, & meet @TheFCA due diligence rules #MMINTERACTIVE23

[DD|Hub @DDHub_]

Looking forward to sharing our #DueDiligence solutions with Advisers and industry folk at #MMInteractive23 - come & say Hi!

[Robin Melley TEP, CFP™ @RobinMelley]

Huge congratulations to Felix and the team at @longbon_company at the @_moneymarketing Awards #MMAwards23 😊

[threesixty services @threesixtySvcs]

Built on the feedback of existing users, the new, upgraded @DDHub_ system provides advisers with the tools and information they need to meet the FCA's #DueDiligence expectations and #ConsumerDuty obligations. New users can register for free at https://t.co/gUFblPWYLd

[DD|Hub @DDHub_]

DD|hub upgrades adviser research and due diligence system - login now and take a look https://t.co/VwhloNKUy0 https://t.co/v0DhXAagtU

[DD|Hub @DDHub_]

Thrilled to launch our new, seriously upgraded system today to help advisers cover off the foreseeable harm rules in Consumer Duty & meet FCA due diligence expectations.
A ground-up rebuild to mirror FCA's approach in TR14/5 with new tools & new features - https://t.co/15ML65VfMb

[DD|Hub @DDHub_]

Delighted to announce Albemarle Street Partners are now live on DD|hub - login and take a look at their Managed Portfolio Service and how it can be tailored for individual firms

[Katey Pigden @KateyPigden]

David Lee, director @DDHub_ argues platforms should implement better pricing models - perhaps more fixed fees - to make them more efficient for the services they need to provide. More streamlined back-end tech is required #MMInteractive23 @_moneymarketing

[Money Marketing @_moneymarketing]

Our panel session with Andrew Tiley @FundmentHQ, David Lee @DDHub_ and Dr. Richard Bradley @theplatforum now takes you through the various platforms over the years and how to go about choosing the right platform partner today.

#MMInteractive23

[DD|Hub @DDHub_]

Delighted to be with @_moneymarketing & DD|hub supporters @Octopus_UK & Albemarle Asset Mgmt at #MMInteractive23 to talk with @FundmentHQ about platform due diligence, particularly in the context of consumer duty #DueDiligence

[Money Marketing @_moneymarketing]

A special thank you to our sponsors for being with us today. Be sure to stop and say hello to them!

@FundmentHQ, Albemarle Street Partners, @DDHub_, @Gunnerandco, @Octopus_UK, @simplybizserves and @TaxbriefsFP

#MMInteractive23

[DD|Hub @DDHub_]

Delighted to join the Stamford branch of @pfsconf for the Spring Conference, talking about Investment #duediligence in the context of #consumerduty

[DD|Hub @DDHub_]

Delighted to join the Tyne Tees branch of @pfsconf for the Spring Conference, talking about Investment #duediligence in the context of #consumerduty

[PFS H&D @PFS_HD]

Thanks to @DDHub_ Chris Jones for a great opening session this morning @TheAgeasBowl @pfsconf regional meeting. #duediligence #cpd #consumerduty

[Strategic Solutions Financial Services @StrategicSols]

Back chairing ⁦@pfsconf⁩ regional meeting today ⁦@TheAgeasBowl⁩ with great sessions expected from ⁦@MandGInsights⁩ ⁦@DDHub_⁩ ⁦@CTinvest_EMEA⁩ and ⁦@yulife⁩ #cpd #investing #adviser #personalfinance https://t.co/h4IiJnaxfT