Financial advice

12 months on… reflections on a first year as CEO

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12 months on… reflections on a first year as CEO

Financial advice

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

    12 months on… reflections on a first year as CEO

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  • Lost in labels... some hard truths amid the noise Financial advice

    Lost in labels... some hard truths amid the noise

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  • “Only the paranoid survive” – a word on complacency in the platform market Financial advice

    “Only the paranoid survive” – a word on complacency in the platform market

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  • Putting hybrid advice into practice: the JustFA platform Financial advice

    Putting hybrid advice into practice: the JustFA platform

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  • The CEO interview - David Ferguson on personal ambitions, the future of Seccl and the evolution of the platform market Financial advice

    The CEO interview - David Ferguson on personal ambitions, the future of Seccl and the evolution of the platform market

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  • An unhappy marriage? The case for a new adviser-platform relationship Financial advice

    An unhappy marriage? The case for a new adviser-platform relationship

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  • Innovations, automations and operational efficiency: the future of wealth management Financial advice

    Innovations, automations and operational efficiency: the future of wealth management

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  • Efficient tech and great customer service... the winning combination Financial advice

    Efficient tech and great customer service... the winning combination

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  • A year of digital wealth – what's the state of the market? Financial advice

    A year of digital wealth – what's the state of the market?

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  • Vanguard’s success in the UK market – an aspirational tale for advice firms? Financial advice

    Vanguard’s success in the UK market – an aspirational tale for advice firms?

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  • Are in-house platforms more expensive? With today’s tech, quite the opposite... Financial advice

    Are in-house platforms more expensive? With today’s tech, quite the opposite...

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  • Private equity needs to avoid the pitfalls of the past Financial advice

    Private equity needs to avoid the pitfalls of the past

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  • Embracing technology – the P1 Platform story Financial advice

    Embracing technology – the P1 Platform story

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  • Operational efficiency – what’s the big deal? Financial advice

    Operational efficiency – what’s the big deal?

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  • “We’ve failed  a generation” – why the financial advice gap exists, and how we can  bridge it Financial advice

    “We’ve failed  a generation” – why the financial advice gap exists, and how we can  bridge it

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  • Advisers Assemble! Why more advisers and DFMs are choosing to operate their own platform Financial advice

    Advisers Assemble! Why more advisers and DFMs are choosing to operate their own platform

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  • Introducing our API Academy: upskilling financial advisers and investment professionals Financial advice

    Introducing our API Academy: upskilling financial advisers and investment professionals

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  • New Consumer Duty – how firms can accommodate ‘vulnerable’ customers, and why it matters Financial advice

    New Consumer Duty – how firms can accommodate ‘vulnerable’ customers, and why it matters

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  • New age tech – a back office revolution? Watch our panel discussion with FTAdviser Financial advice

    New age tech – a back office revolution? Watch our panel discussion with FTAdviser

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  • The boom in investment ‘side hustles’ is a golden opportunity for advisers Financial advice

    The boom in investment ‘side hustles’ is a golden opportunity for advisers

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  • From bank to market in under 10 seconds: our new instant deposit functionality Financial advice

    From bank to market in under 10 seconds: our new instant deposit functionality

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  • Choosing a tech provider – what you need to know Financial advice

    Choosing a tech provider – what you need to know

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  • Platform transfers prove our industry needs a spring clean… Financial advice

    Platform transfers prove our industry needs a spring clean…

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  • Bringing transparency to platform transfers Financial advice

    Bringing transparency to platform transfers

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  • Webinar | How and why to operate your own adviser platform Financial advice

    Webinar | How and why to operate your own adviser platform

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  • Introducing our time-saving drawdown illustration tool Financial advice

    Introducing our time-saving drawdown illustration tool

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  • Entrepreneurial advisers will learn lessons from lockdown Financial advice

    Entrepreneurial advisers will learn lessons from lockdown

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  • Doing drawdown digitally... our paper-free pension Financial advice

    Doing drawdown digitally... our paper-free pension

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  • Has lockdown made you rethink your technology? Financial advice

    Has lockdown made you rethink your technology?

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  • Podcast | The future of tech in wealth management Financial advice

    Podcast | The future of tech in wealth management

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