Providers: Feel free to continue shovelling sh** through adviser’s letterboxes
There’s a technical term I use when describing the current state of the advice, platform and wealth tech stack in the UK: It’s a pile of poop. Applications are decades old, have total disregard for the user journey, and don’t even get me started on APIs. I mean, could any of these systems actually talk to each other?!! But don’t worry, I’ve got a plan to get us out of this mess.
Tina Weeks discusses the taboo subject of death, life planning & more…
Have you listened to our latest podcast episode with Tina Weeks? She discusses the taboo subject of death, life planning and what her next steps are…
Matt Pitcher talks tech, consolidators and breakaways
Abraham Okusanya speaks to Matt Pitcher, Managing Partner at Altor Wealth Management, in episode 22 of Retirementals. Matt is a big technology user, having built his own CRM and he sheds light on the current financial advice market.
Retirementals podcast with Sean Hagerty
Abraham Okusanya speaks to Sean Hagerty, Managing Director of Vanguard Europe, in the latest episode of Retirementals. Abraham throws Sean into the deep end, asking a broad range of questions, ranging from Sean’s approach to retirement to the 10th anniversary of LifeStrategy funds and their success, and much more.
Abraham Okusanya’s Retirementals Podcast
Have you listened to Abraham’s Retirementals podcast yet? Each episode is hosted by our CEO, Abraham Okusanya, as he interviews and debates the topics of the day with a range of insightful and influential guests.