American editor turned UK financial researcher @theplatforum (own views). Traveller of this wonderfully weird world & the one in my head. Catcher of bananafish
Recently contributed to an @FTAdviser series of CPD articles on 'Consumer Duty and Platforms', along with my colleague William Moss and other experts in the field
https://t.co/MiUwE5IpLK
I enjoy my annual attendance on @theplatforum roundtables, I always pick up something useful. Tonight I was on a roundtable with that doyen of financial planning Marlene from @UNIQfw. She mentioned something she does that I've been looking for without knowing it. She #nailedit
@Dennis_Hall59@theplatforum@UNIQfw It was great having you! We love it when the exchange of ideas at our meetings are useful to the advisers who volunteer their time to our research
My latest article on @_moneymarketing on our findings from @theplatforum UK Financial Advisers: Planning Technology and Systems https://t.co/AUdpbG3JMT
This week, Analyst Mariam Pourshoushtari (@mariamp_etc) discusses the different tech strategies advisers would like to use in order to achieve greater efficiencies in their firms.
https://t.co/lbmfSvLFsQ
My latest article on @_moneymarketing on our findings from our adviser roundtable discussions about the tricky business of measuring adviser productivity https://t.co/sBrfSaxyzs
This week, Analyst Mariam Pourshoushtari (@mariamp_etc) looks at how advice firms are exploring different ways to measure and boost adviser productivity to alleviate adviser capacity issues in their businesses.
https://t.co/sUujeQLgdX
This week, Research Director Richard Bradley (@R_S_Bradley), looks at the state of M&A in the UK wealth management market and what opportunities remain.
https://t.co/dxM6WK8XGq
Calling all financial advisers and paraplanners. We want your opinion on the platforms you use! Take our survey be heard by those who implement change at platforms.
At the end grab our new platform due diligence guide: Choosing an Adviser Platform 2021.
https://t.co/uyTv3s2aKZ
Third-party risk profiling tools appear to be declining in dominance, from what we heard from advisers who attended our series of virtual roundtables throughout May
https://t.co/x8HF7QAqQ8
This week Richard Bradley (@R_S_Bradley), Research Director, discusses the introduction of Vangaurd's potentially revolutionary product - Vanguard Personal Financial Planning.
https://t.co/m54LRP0768
Plans for our pathology partnership with Barts Health and Homerton are progressing well - here on a visit to the Barts labs with colleagues from the partnership.