Liz Field CEO of PIMFA about the strategic priorities of the lobby group
Liz Field is CEO of PIMFA, the Personal Investment Management & Financial Advice Association. And as she explained when she joined me for a Women in Platforms session recently, it’s a challenging time to be playing that role. PIMFA, Liz told us in the slightly...
Jeremy Woodley of The Fry Group on culture and freedom from financial and tech woes
Jeremy Woodley is the very model of a 21st Century financial services chief executive (recently turned chairman), with preoccupations dealing with such contemporary themes as his company’s culture, values, purpose, diversity scorecard and record of success – or lack...NextWealth ESG Tracker Study in the News
NextWealth’s latest ESG Tracker Study, charting adoption of ESG investing by financial advisers and their clients was written up in this article in Professional Adviser. The article shares key findings from the research with a preview of the report, due to be...
Platforms and digital adoption
Newer and smaller doesn’t mean better for tech when it comes to platforms switching to digital processes, according to our latest report in our Adviser Tech Stack series. Data that tracks which platforms have been the best at adopting digital technology to speed up...
Five ways financial advisers can use video to better connect with clients
Heather Hopkins recently caught up with the enthusiastic Kate Holmes at Advice Tech Live about the many ways that financial advisers can use video to delight their clients. Kate is a CFP professional, co-founder of the Video Creation Masterclass and host of The...FOLLOW US
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