Insights Jun 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…Read More
Insights Jun 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…Read More
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…Read More
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…Read More
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…Read More
Insights Apr 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…Read More
Insights Apr 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…Read More
Insights Jan 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…Read More