Tag: financial adviser

A summary of our AdviceTech analysis this week and other FTRC activity

Posted by Ian McKenna | Aug 13, 2021 | Weekly Roundups |

This week Adam Flowers has examined two relatively new propositions PortfolioMetrix looking at the...

Posted by Adam Flowers | Aug 6, 2021 | Weekly Roundups |

Having worked in financial services for over 9 years (predominately as a paraplanner) I can relate...

Posted by Ian McKenna | Jul 30, 2021 | Weekly Roundups |

While the lead industry story this week may have been Scottish Widows acquisition of Embark, there...

Posted by Ian McKenna | Jul 23, 2021 | Weekly Roundups |

Thanks for joining me for the second of my weekly round ups of the things people need to know in...

Posted by Ian McKenna | Jul 16, 2021 | Weekly Roundups |

Welcome to the first of my regular weekly blogs about the new content and analysis available from...

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