Video: Tech Is No Threat To Financial Planners/Advisers

Yesterday, I connected with Alan Smith, CEO of London-based Capital Asset Management and Sebastian Dovey, Managing Partner of Scorpio-Partnership, consultants to the wealth management industry, for the latest edition of #FinalytiQHangout.

The discussion centers on how tech is changing the face of UK Wealth Management and implications for financial planners and advisers.

The consensus; online wealth management propositions like Nutmeg are no threat to advisers and there is space for both online and traditional propositions to co-exist. In fact, we are going more and more use of online technology by advisers to deliver their propositions to clients.

Enjoy

 

[embedplusvideo height=”365″ width=”600″ standard=”http://www.youtube.com/v/cJqwYEf6wk0?fs=1″ vars=”ytid=cJqwYEf6wk0&width=600&height=365&start=&stop=&rs=w&hd=0&autoplay=0&react=1&chapters=¬es=” id=”ep3760″ /]

 

 

 

 

 

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!

Read Full Bio

Advised Platform Report (Free Excerpt)

Download a free excerpt of the Advised Platform Report (2016) to gain insight on financial performance of platforms.

Thank you. A copy has been sent to your inbox!