Adviser platform Transact reported today that quarterly Funds Under Direction fell 11% in the first quarter (to 31 March) from £39.31bn to £34.99bn, a drop of £4.4bn. While the figure represents a sharp drop on the previous quarter it was 1.7% up year on year due to strong growth in 2019. The company pointed out […]
Archives for April 2020
Transact funds fall by 11% in Q1
Adviser platform Transact reported today that quarterly Funds Under Direction fell 11% in the first quarter (to 31 March) from £39.31bn to £34.99bn, a drop of £4.4bn. While the figure represents a sharp drop on the previous quarter it was 1.7% up year on year due to strong growth in 2019. The company pointed out […]
Room for better platform service – survey
Defaqto’s latest Platform Service Review has found an improvement in financial adviser satisfaction but with room for improvement in several areas. The review by the adviser data provider provides annual benchmarks on service to advisers. The survey found adviser satisfaction was up overall on last year but with room for improvement in some key areas. […]
#FASuccess Ep 173: Growing To $250M In Five Years By Crafting A More Specialized Client Experience, with Andrew Leonard
Executive Summary Welcome back to the 173rd episode of Financial Advisor Success Podcast! My guest on today’s podcast is Andrew Leonard. Andrew is the founder of Geometric Wealth Advisors, an independent RIA based in the Washington, D.C. area that oversees nearly $250 million of assets under management for 110 client households. What’s unique about Andrew, though, […]
#FASuccess Ep 173: Growing To $250M In Five Years By Crafting A More Specialized Client Experience, with Andrew Leonard
Executive Summary Welcome back to the 173rd episode of Financial Advisor Success Podcast! My guest on today’s podcast is Andrew Leonard. Andrew is the founder of Geometric Wealth Advisors, an independent RIA based in the Washington, D.C. area that oversees nearly $250 million of assets under management for 110 client households. What’s unique about Andrew, though, […]
Upscaling your food delivery business: how the UK’s largest vegan restaurant is adapting in uncertain times
Loui Blake, founder of the UK’s largest vegan restaurant Erpingham House, has turned his attention to upscaling their delivery business. During lockdown, Loui and his team have also launched a popular recipe challenge for thousands of their social media followers. We caught up with Loui to learn a little more about how his restaurant has […]
Free fintech handbook on coping with Covid-19
Fintech firm Model Office has produced a free Covid-19 handbook for Financial Planners. The aim is to provide advice and guidance to advisers on coping with the pandemic through more efficient use of technology. The handbook has been supported by more than a dozen firms including Advicefront, Apricity, Dynamic Planner, Intelliflo, Iress, the Lang Cat, […]
BigBasket sees nearly tenfold jump in deliveries since lockdown
Illustration: Rahul Awasthi BigBasket and Grofers, India’s biggest online grocers, have nearly doubled the number of daily deliveries compared with a month ago, as more consumers hit the internet to buy essentials amid the ongoing lockdown. The surge has come despite shuttered warehouses in the early days of the lockdown that began on March 25 […]
BigBasket sees nearly tenfold jump in deliveries since lockdown
Illustration: Rahul Awasthi BigBasket and Grofers, India’s biggest online grocers, have nearly doubled the number of daily deliveries compared with a month ago, as more consumers hit the internet to buy essentials amid the ongoing lockdown. The surge has come despite shuttered warehouses in the early days of the lockdown that began on March 25 […]
BigBasket sees nearly tenfold jump in deliveries since lockdown
Illustration: Rahul Awasthi BigBasket and Grofers, India’s biggest online grocers, have nearly doubled the number of daily deliveries compared with a month ago, as more consumers hit the internet to buy essentials amid the ongoing lockdown. The surge has come despite shuttered warehouses in the early days of the lockdown that began on March 25 […]