Financial advice - Seccl.tech

Financial advice

12 months on… reflections on a first year as CEO

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Financial advice
12 months on… reflections on a first year as CEO

David Ferguson
4 May 2023
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Financial advice
Lost in labels... some hard truths amid the noise

David Ferguson
11 April 2023
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Financial advice
“Only the paranoid survive” – a word on complacency in the platform market

David Ferguson
8 August 2022
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Financial advice
Putting hybrid advice into practice: the JustFA platform

Farzana Khalil
19 July 2022
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Financial advice
The CEO interview - David Ferguson on personal ambitions, the future of Seccl and the evolution of the platform market

Emma-Marie Smith
4 May 2022
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Financial advice
An unhappy marriage? The case for a new adviser-platform relationship

Stuart Sheppard
17 February 2022
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Financial advice
Innovations, automations and operational efficiency: the future of wealth management

Sam Handfield-Jones
20 January 2022
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Financial advice
Efficient tech and great customer service... the winning combination

Dan Marsh
8 December 2021
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Financial advice
A year of digital wealth – what's the state of the market?

Sam Handfield-Jones
1 December 2021
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Financial advice
Vanguard’s success in the UK market – an aspirational tale for advice firms?

Chris Smeaton
19 November 2021
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Financial advice
Are in-house platforms more expensive? With today’s tech, quite the opposite...

Dan Marsh
17 November 2021
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Financial advice
Private equity needs to avoid the pitfalls of the past

Chris Smeaton
1 October 2021
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Financial advice
Embracing technology – the P1 Platform story

Dan Marsh
29 September 2021
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Financial advice
Operational efficiency – what’s the big deal?

Joseph O'Toole
8 September 2021
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Financial advice
“We’ve failed  a generation” – why the financial advice gap exists, and how we can  bridge it

Emma-Marie Smith
20 August 2021
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Financial advice
Advisers Assemble! Why more advisers and DFMs are choosing to operate their own platform

Stuart Sheppard
22 July 2021
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Financial advice
Introducing our API Academy: upskilling financial advisers and investment professionals

Annabel Melvin
13 July 2021
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Financial advice
New Consumer Duty – how firms can accommodate ‘vulnerable’ customers, and why it matters

Thomasina McGuigan
9 July 2021
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Financial advice
New age tech – a back office revolution? Watch our panel discussion with FTAdviser

Dan Marsh
8 July 2021
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Financial advice
The boom in investment ‘side hustles’ is a golden opportunity for advisers

Sam Handfield-Jones
22 June 2021
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Financial advice
From bank to market in under 10 seconds: our new instant deposit functionality

JJ Whalley
8 June 2021
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Financial advice
Choosing a tech provider – what you need to know

Sam Handfield-Jones
2 June 2021
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Financial advice
Platform transfers prove our industry needs a spring clean…

Sam Handfield-Jones
14 April 2021
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Financial advice
Bringing transparency to platform transfers

James Holmes
8 April 2021
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Financial advice
Webinar | How and why to operate your own adviser platform

Sam Handfield-Jones
2 February 2021
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Financial advice
Introducing our time-saving drawdown illustration tool

Ronak Shah
2 December 2020
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Financial advice
Entrepreneurial advisers will learn lessons from lockdown

Sam Handfield-Jones
19 November 2020
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Financial advice
Doing drawdown digitally... our paper-free pension

Dan Marsh
7 October 2020
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Financial advice
Has lockdown made you rethink your technology?

Sam Handfield-Jones
15 July 2020
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Financial advice
Podcast | The future of tech in wealth management

Sam Handfield-Jones
1 July 2020
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