The use of platforms-and technology more broadly-have been transformative for the financial advice and wealth management professions in recent years. But, for advice businesses, choosing a wealth management partner isn’t always a straightforward decision.
In this week’s IFA Talk podcast, Sue and Brandon are talking to Ian Partington, CEO at investment platform and investment software business, Third Financial.
Ian has created a useful six point checklist which we’ll be exploring with him in this conversation. The checklist is designed to help advice firms know what to look for in and what to ask of a potential wealth management partner in order to avoid costly mistakes with dead-end technology or unwittingly stepping into a regulatory minefield.
During the conversation Ian shares his insight and experiences about what to look for and what to ask of a potential platform partner to try and make that journey a bit more streamlined for you, your business and your clients.
Check out the podcast conversation with Ian here…
Click here to listen on Spotify
Click here to listen on Apple Podcasts
Want more info on this important topic?
Ian has kindly written a brief article for us to outline his ‘Six due-diligence must-haves: what questions you should ask before partnering with a wealth management platform” for those who prefer the written word or who’d like a hard copy of his excellent six points.
