Weekend Digest for Financial Planners/Advisers & Paraplanners (12th & 13th Jan)

  It’s been a very busy week for at FinalytiQ; our survey result which show the great value paraplanners add to a financial advisory firm was covered in NewModelAdviser (detailed result and slides here) and my article on D2C plaforms, originally posted on AdviserLounge appeared in ProfessionalAdviser; all that while making sure that the day job still […]

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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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