Financial Simplicity News Today

To thrive in today’s advice world, a new role of ‘investment proposition owner’ can look beyond investment returns and demonstrate value to a client, writes Stuart Holdsworth.

While guidance for advisers is welcome, the onus is also on the Government to educate consumers on how much weight they should give finfluencers versus licensed professionals.

The chief executive and founder of a specialist digital platform believes the debate around technological innovation and financial advisers is well and truly over.

The wealth management industry is headed toward a consumer-focused business model and the trend will only be accelerated by disruptive technology giants.

The combination of the consumer data right legislation and distributed ledger technology will give consumers the ability to control their wealth management data, taking power away from product providers.

Model portfolios should be reframed to allow financial advisers to carry out management in-house, a chief executive has proposed.

Finding the “secret nugget” that resonates with consumers and scaling it up could allow financial advisers to create a brand that rivals previous bank advice networks.

Integrated Portfolio Solutions names new revenue head  — 1 minute read 16 July 2021 The investment platform announced it has poached an executive from Financial Simplicity as its new chief revenue officer. In a statement, Integrated Portfolio Solutions said it had appointed Mark Papendieck to the new role, commencing on 2 August. Mr Papendieck is currently chief revenue officer for wealth management platform Financial Simplicity, and had also held the role...