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Insights

Insights
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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Insights
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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Insights
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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Insights
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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Insights
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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Insights
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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Insights
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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Insights
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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