Weekend Digest for Financial Planners/Advisers/Paraplanners (11th & 12th Mayl)

Welcome to this edition of the Weekend Digest. Perhaps the most important piece of industry news this week is the realisation by advisers that someone’s been scheming how best to take away their bread and butter, right under your nose.  Turns out, certain providers – AEGON and Standard Life – are planning to turn off trail commission on […]

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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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