Fund Industry Has Its Straws In Your Smoothie (Or The Melting Iceberg of Fund Expenses)

Every time Mrs Smith walks into her adviser’s office to top up her ISA, a whole chain of reaction is set in motion and the number of ‘entities’ getting paid in the process should make your blood boil. It is estimated that there are, at least, 11 to 14 service points between a retail client […]

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Abraham Okusanya
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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