Tim Sargisson: A disconnected world
Six hours for a client report
Tim Sargisson: "For adviser firms to spend six hours to produce a single, compliant client report represents a shocking waste of a firm’s time and resources."
Technology plays a critical role in modern advice businesses but, argues Tim Sargisson, disconnected systems are letting financial advisers down
It is 25 years since Connected by the Stereo MC's reached number 18 in the UK singles chart with its plaintive cry about how ‘something ain't right, I'm gonna get myself connected'. However, it seems the...
More on Your profession
Timeline enters fact find and risk profiling markets
Launches soon
Ascot Lloyd grows war chest to £100m after deal with US investment group
Made 12 acquisitions in 2020
OMW's Mugridge on final migration: 'No champagne cork popping just yet'
Final migration this weekend
SJP plans 200 job cuts as pandemic hits pre-tax profits
2020 full year results
Back to Top
More news
Timeline enters fact find and risk profiling markets
Launches soon
Colin Simmons: Putting lockdown savings to tax-efficient use
Pension boost from lockdown pain
Chancellor Sunak 'likely' to freeze lifetime allowance - reports
Rishi Sunak has plans to freeze the lifetime allowance for the rest of the current parliament in a "stealth tax" on the wealthy, according to The Times.
Ascot Lloyd grows war chest to £100m after deal with US investment group
Made 12 acquisitions in 2020
