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…
Read More
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…
Read More
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
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
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
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…
Read More
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…
Read More
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…
Read More