June 8, 2015
Is proper revenue analysis part of your acquisition due diligence?
For various reasons, there's a lot of consolidation going on in the industry. We're seeing…
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June 8, 2015
Why do so many financial advisors use multiple unintegrated systems?
Earlier this year, in preparation for a presentation I was delivering at Cover Magazine's Technology…
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May 20, 2015
Why it’s important to analyse your revenue
Most advisors run their commission and fee tracking as a back office function with little…
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May 13, 2015
6 steps you need to take to getting “RDR ready”
The FSB's Retail Distribution Review (RDR) is just around the corner and firms need to…
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May 13, 2015
Using revenue data to segment your client base
Preparation towards the implementation of RDR legislation is a factor in many financial planning practices…
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April 28, 2015
Income reconciliation needn’t be the bane of an IFA’s existence
Multiple data sources in multiple formats If you’re an independent financial advisory firm, you’ll be…
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April 11, 2015
A quick guide to selecting financial planning and CRM software
A quick guide to selecting financial planning and CRM software Making technology changes in any…
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January 31, 2015
What does it mean to be an “Independent” adviser?
RDR seeks to bring about a change in the financial services industry. From where I…
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