IFAs
IFAs publish guide to platform due diligence
A new guide to platform due diligence has been produced by a group of leading independent financial advisers (IFAs) looking to share their own experiences and expertise with fellow advisers.
Entitled ‘Questions advisers should ask platforms today’, the guide has been specifically prepared with the RDR in mind and is designed …
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Thought Leadership Live webcast: How to build a brand these days
I was really pleased to be invited to present my slide-deck called ‘How to build a brand these days’ as a live webcast yesterday as part of BrightTalk’s Thought Leadership Live programme.
The presentation – which is roughly half presentation and half question …
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Our latest work: A cool way to show clients what Cofunds is and how it helps
Here’s some work that’s just been completed for Cofunds. It’s an animation that independent financial advisers (IFAs) and financial planners can share with clients to explain how its technology has transformed the way in which people can save for post-work life.
To bring the idea to life we worked …
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