Page 9 - Tim Sargisson News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Sandringham extends partnership deal with Benchmark Capital By Momodou Touray 1 Sandringham Financial Partners today announced the extension of its partnership deal with Benchmark Capital. The deal will see Sandringham continue to use Benchmark’s combined platform, practice management and CRM system for at least seven years. Sandringham’s advisers, all 185 of them, will be able to continue to use Benchmark Capital’s adviser technology solutions until 2028. The firm said it continued to prioritise delivering “efficiency, visibility and transparency�...

Sandringham Financial Partners has extended its agreement to use Benchmark Capital’s adviser technology solutions.

‘Face-to-face meetings will quickly become the exception rather than the norm’ It is an industry built on personal relationships and face-to-face meetings; but covid-19 has pushed the financial advice sector to catch-up with the rest of the world. While some back office functions have warmly embraced ever-improving technology, there has not been a similar wholesale rush by advisers. This is likely driven by their clients being older and less tech-savvy. But firms have had to adapt to the restrictions that the pandemic placed on them and the majority have not only coped but actually thrive...

Tim Sargisson: Culture eats strategy for breakfast Content by subject Professional Adviser hosts must-attend events for the financial adviser sector. The success and reach of the brand has enabled us to deliver a series of market-leading events, including our popular breakfast briefings, awards and conferences. Download and use the apps Access your subscription from outside of the office Get relevant news and insight straight to your inbox Tips on entering PA Awards Tim Sargisson Reflecting on the PA Awards, for which he has been a judge for a number of years, Tim Sargisson takes a look at wh...

With a multitude of academies – do they still have a place? In the March 2021 UK budget, chancellor Rishi Sunak announced that grants for apprenticeships would increase to £3,000 ($4,173, €3,497) from £1,500, as well as a £126m additional investment in traineeships. This will help companies bring in young people to their workplace and has been well-received by the financial advice industry. Ben Griffiths, financial planner at Lewis Brownlee, said: “Any initiative that actively encourages people to find out about and enter the profession can only be a good thing. “The easier it is f...