Weekend Digest for Financial Planners/Advisers/Paraplanners (20th& 21st April)

  Welcome to this edition of the Weekend Digest. The squabbling over SuperClean share classes continued this week, with some learned fellows suggesting it could be a breach of competition laws and certain provider, presumably after taking their own legal advice, claiming it’s not. Two lawyers, three opinions! I’m glad that clears it up for everyone. The week […]

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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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