We are a vibrant, insanely brilliant research consultancy working with financial planners, asset managers and wrap platforms to improve client outcomes.
Clients: Those who have tasted a little bit of our AWESOMENESS!
I’ve always enjoyed Abraham’s work – not many people manage to cut to the chase in such fine style. Although some may be uncomfortable with him turning over stones that they would prefer to remain untouched, his drive to improve future standards should be lauded and applauded rather than feared.
This is excellent – refreshing, honest, real and insightful. Finally a piece of research, which looks at platforms as real businesses, not theoretical IT concepts. Sustainability is the elephant in the room and this shines a light on it in a way which I’ve not seen in a long time.
This guide will save advisers several hundred pounds worth of chargeable time gathering and analysing the data for themselves. It also highlights two key issues which will affect the viability of platforms in the near future: unbundling and re-platforming.
We initially engaged with FinalytiQ to carry out some firm-level research for our Investment Processes along with Platform Due Diligence and two individual client reports. We were so impressed with the quality of the research that we decided to outsource all our research work to them. FinalytiQ are both highly qualified and local, and really interested in getting involved in our business, which is a great asset.
"It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so' – Mark Twain The movie Big Short opens with above quote, which sums up the danger of thinking you know something that isn’t actually true. There’s only one...read more
I know, I know. I've been banging on about the subject for some time now... well, ehr... since George Osborne uttered these seemingly harmless words 'No caps. No drawdown limits. Let me be clear. No one will have to buy an annuity.” And the reason I keep banging on...read more
When the now famous RBS analyst cried ‘sell everything’ in January 2016, it was apparent the intent was to grab attention. And grab attention it did. It was echoed by the financial press. Never mind that it was downright reckless for any investor to do so. As it turns...read more