Roderic Rennison
@RodericRennison
A retail financial services professional providing strategic consultancy and NED services for advisory firms and product providers.
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Gt piece on M&A consolidation by @RodericRennison I would add Consumer Duty focus on client good outcomes, means acquirers have to incl strong R&DD on adviser firms proof of value strategy professionaladviser.com/4135808/ via @profadviser
professionaladviser.com
Consolidation: A sea change, realignment, or business as usual?
An immediate sale is not the only solution
Timeless...
Are you considering selling your business? Here are @RodericRennison top 10 tips on how to do so successfully: hubs.ly/H0ldLqd0 #financialadvice #regulation #acquisition
Our #corporate partner @ed_foulkes is looking forward to delivering a seminar on M&A in the wealth management industry next week at The Gherkin with Guy Peters of Three Sixty Services and @RodericRennison of Rennison Consulting #Corporate #Mergers #Acquisitions #Corporatefinance
Shhh! Don’t tell anyone. We’re about to revolutionise risk profiling - again. It’s so neat. It’s an individual’s Suitability Score.
Harrogate workshop. eventbrite.co.uk/e/harrogate-3-…
eventbrite.co.uk
HARROGATE: 3 MiFID II conviviality rules for everyone in financial services
Relationships between two parties are often hard to manage. So bringing in a third party can quickly make matters more tense and complex. This is where advisers, thanks to MiFID II rules, investment...
What’s the future in relation to suitability consequent to changing technology? Our London & Harrogate workshops will explore our developments. eventbrite.co.uk/e/london-3-mif…
eventbrite.co.uk
LONDON: 3 MiFID II conviviality rules for everyone in financial services
Relationships between two parties are often hard to manage. So bringing in a third party can quickly make matters more tense and complex. This is where advisers, thanks to MiFID II rules, investment...
Another rip-roaring read...moneymarketing.co.uk/issues/8-septe…
The next stage of FinaMetrica's collaborative development..
Initial intent is to focus on USA, UK & Canada. In Oz PlanPlus is looking for a substantial foundation client to accelerate activirty.
Attendees at 29/6 future of advice workshop more risk tolerant that average investors! eventbrite.co.uk/e/a-world-view…
A good read.
#DoL fiduciary rule demands well tested business process as comprehensively outlined in our paper for the US #NSCP riskprofiling.com/WWW_RISKP/medi…
2015 Annual Financial Checkup - lots of really good advice - even if the view of risk tolerance doesn't match mine doughroller.net/personal-finan…
Setting a new standard,
A fresh new look with high levels of adviser personalisation is on the way. Please join our feedback group.
And what was the "light bulb" moment?..
As ever, an intellectually stimulating conversation and coffee with @paulresnik . And a 💡moment...
As interesting as quick drying paint! riskprofiling.com/blog
Still some places left. (Also an opportunity to check out Paul's winter wardrobe...)
If you're in London 17/11 I will be debriefing on our analysis of 65 Robo advisers around the world. Please join us riskprofiling.com/supplychain
Working with #Macquarie enables our subscribers around the world to maintain their suitability process.
FinaMetrica Paul Resnik's London workshop 17 Nov to detail future of financial services, details here goo.gl/BZYjmy @paulresnik
Essential reading for those serious about successfully developing their channel strategies.
Launch at #T32015 of FinaMetrica's review of 65 Robo advisers around the world. Key conclusion 2 Few Have Defensible Suitability Processes
A informative read.
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