Roderic Rennison

A retail financial services professional providing strategic consultancy and NED services for advisory firms and product providers.

[Chris Davies @ChrisatMOUK]

Gt piece on M&A consolidation by @RodericRennison I would add Consumer Duty focus on client good outcomes, means acquirers have to incl strong R&DD on adviser firms proof of value strategy https://t.co/rUl2y1qK1t via @profadviser

[Roderic Rennison @RodericRennison]

@_moneymarketing @_StevenCameron @ChrisatMOUK @IFA_Planner Great session. Good questions. Is SJP just the first?…

[Roderic Rennison @RodericRennison]

@a_rochalima Congratulations!

[Roderic Rennison @RodericRennison]

@paulresnik Aside from being a good journalist, Justin is the Editor.

[Roderic Rennison @RodericRennison]

@passivefool @AlanJLSmith @_moneymarketing @Justin_Cash_1 Sorry Alan; thank you for correcting me, but I hope you will agree that it’s timely to reflect on how we charge clients going forward. You have articulated your proposition very clearly whether or not everyone agrees with you. Roderic

[Roderic Rennison @RodericRennison]

Timeless...

[intelliflo @IntellifloLtd]

Are you considering selling your business? Here are @RodericRennison top 10 tips on how to do so successfully: https://t.co/MscfMcJdZ2 #financialadvice #regulation #acquisition

[Clarke Willmott LLP @ClarkeWillmott]

Our #corporate partner @ed_foulkes is looking forward to delivering a seminar on M&A in the wealth management industry next week at The Gherkin with Guy Peters of Three Sixty Services and @RodericRennison of Rennison Consulting

#Corporate #Mergers #Acquisitions #Corporatefinance

[Paul Resnik @paulresnik]

Shhh!

Don’t tell anyone.

We’re about to revolutionise risk profiling - again.

It’s so neat.

It’s an individual’s Suitability Score.

[David Ferguson @david_ferguson]

Already two years since we lost the great man... #bigplans

[Paul Resnik @paulresnik]

Harrogate workshop. https://t.co/PvMvftCC2Z

[Paul Resnik @paulresnik]

What’s the future in relation to suitability consequent to changing technology? Our London & Harrogate workshops will explore our developments. https://t.co/U0bBv7BX9b

[Roderic Rennison @RodericRennison]

@Natalie_Holt_MM @_moneymarketing @Justin_Cash_1 Justin, Congratulations! Roderic

[Roderic Rennison @RodericRennison]

Another rip-roaring read...https://t.co/bL79eiEfrl

[Roderic Rennison @RodericRennison]

The next stage of FinaMetrica's collaborative development.. https://t.co/WAtAkrCWb1

[Paul Resnik @paulresnik]

Initial intent is to focus on USA, UK & Canada. In Oz PlanPlus is looking for a substantial foundation client to accelerate activirty. https://t.co/oJL9gZxi1S

[Paul Resnik @paulresnik]

Attendees at 29/6 future of advice workshop more risk tolerant that average investors! https://t.co/HMo8yHaT0S

[Roderic Rennison @RodericRennison]

A good read. https://t.co/Iz13tL6wVb

[Paul Resnik @paulresnik]

#DoL fiduciary rule demands well tested business process as comprehensively outlined in our paper for the US #NSCP https://t.co/khOawAaFTi

[Paul Resnik @paulresnik]

2015 Annual Financial Checkup - lots of really good advice - even if the view of risk tolerance doesn't match mine https://t.co/0P4HSrhmtX

[Roderic Rennison @RodericRennison]

Setting a new standard, https://t.co/WeN4a8Dorh

[Paul Resnik @paulresnik]

A fresh new look with high levels of adviser personalisation is on the way. Please join our feedback group.

[Roderic Rennison @RodericRennison]

And what was the "light bulb" moment?.. https://t.co/7bvXFtHihS

[Roderic Rennison @RodericRennison]

As interesting as quick drying paint! https://t.co/Y0KrjLtpfe