Discussing analytics!

Discussing analytics!

Every quarter I take time out to analyse all the searches which financial advisers have undertaken using the compare tool on the DISCUS website . The tool enables financial advisers to firstly select a proposition from one of the four available from discretionary fund...
PortfolioMetrix talks PROD

PortfolioMetrix talks PROD

From the big decumulation debate through to the art of building a strong adviser business, there was much to discuss at the Professional Adviser 360 North conference in October. I enjoyed hearing fresh perspectives on the key issues that are facing adviser businesses...