Perfect Platforms and The Future of Financial Advice

Spent the morning at Money Marketing Interactive in the City. Very good turnout. My role was to sit on a panel with Graham Bentley, MD of gbi2 Ltd, and Ian Thomas, MD of Pilot Financial.

Our topic was “Picking the Perfect Platform” and it sparked a lively debate. From my perspective, platforms need to enrich the client experience as well as the adviser functionality. After all. It’s the clients that pick up the tab.

Late afternoon, I attended an excellent EY event entitled “The Future of Financial Advice”. Three excellent presentations from Ray Adams, Director, Niche IFA, Greg Davies, Head of Behavioural Finance, Oxford Risk and Vinay Jayaram, CEO, Envizage. Very interesting and well chaired as usual by Dan Mahony from EY