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Bridging the gap between financial planning practices and industry software providers.
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Bridging the gap between financial planning practices and industry software providers.
Linktank Blog: January 2015
http://linktankptyltd.blogspot.com/2015_01_01_archive.html
Bridging the gap between financial planning practices and industry software providers. Saturday, 31 January 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 sit, change is needed. In about 2005 the UK introduced the idea of "multi-tied" advisers, allowing tied advisers to sell the products of other providers. The idea was that this additional choice would offer better outcomes for consumers. I'm not convince...In So...
Linktank Blog: Why do so many financial advisors use multiple unintegrated systems?
http://linktankptyltd.blogspot.com/2015/06/why-do-so-many-financial-advisors-use.html
Bridging the gap between financial planning practices and industry software providers. Monday, 8 June 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 in Financial Services conference, we ( Linktank. Isn't it possible to service business requirements with a single solution? Are software products all competing in the same spaces and leaving similar gaps? 160; Welcome to Linktank!
Linktank Blog
http://linktankptyltd.blogspot.com/2015/05/6-steps-you-need-to-take-togetting-rdr.html
Bridging the gap between financial planning practices and industry software providers. Wednesday, 13 May 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 be thinking about getting ready. Firms need to ensure they are ready, and the time it takes to make the transition will depend on the firm, but if previous experience is anything to go by, these things still take time. And this change is quite a big one. In this...
Linktank Blog: What does it mean to be an "Independent" adviser?
http://linktankptyltd.blogspot.com/2015/01/what-does-it-mean-to-be-independent.html
Bridging the gap between financial planning practices and industry software providers. Saturday, 31 January 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 sit, change is needed. In about 2005 the UK introduced the idea of "multi-tied" advisers, allowing tied advisers to sell the products of other providers. The idea was that this additional choice would offer better outcomes for consumers. I'm not convince...In So...
Linktank Blog
http://linktankptyltd.blogspot.com/2014/12/blog-post.html
Bridging the gap between financial planning practices and industry software providers. Thursday, 11 December 2014. Subscribe to: Post Comments (Atom). 160; Welcome to Linktank! What does it mean to be an "Independent" adviser? RDR seeks to bring about a change in the financial services industry. From where I sit, change is needed. A key issue that will affect Ind. A quick guide to selecting financial planning and CRM software. Income reconciliation needn't be the bane of an IFA's existence. For various r...
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Linktank Blog
Bridging the gap between financial planning practices and industry software providers. Monday, 8 June 2015. Is proper revenue analysis part of your acquisition due diligence? A great way to have a proper in-depth look at what's going on in an advisor's client base is to analyse at least 12 months' worth of commission and fee data in order to establish:. An objective analysis of initial vs recurring revenue over the period. Potential claw backs in risk books. All of this information is available within co...
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