Did you see? Boutique DFMs are winning against the bigger players bit.ly/2PfLuFH
The positive revenue impact of using third-party DFM services bit.ly/33Z8dtJ
With all the noise in the media it can be hard for clients to stay focused on their objectives bit.ly/2N08Vjn
Congratulations and best of luck 🤞🏻
We've been shortlisted in 3(!) categories at @InvestmentWeek's Sustainable & ESG Investment awards!
-Best Sustainable WM/DFM
-Award for Innovation (non-fund)
-Award for Innovation (Portfolio)
2x shortlist for innovation shows we're driving ESG forward!
investmentweek.co.uk/news/40…
The real impact of values-based investing (new report from @eqinvestors) bit.ly/2IpW7S1
We’re delighted to be at the @Fundasset @provisio launch event this morning - looking forward to hearing about their game changing pricing structure
Responsible capitalism: what it means and why you/your clients should get onboard (via @Rathbones1742) bit.ly/2mcSvuL
Passive investing: too much of a ‘good thing’? (via @GAMinsights) bit.ly/2mjkFV4
This simple strategy could transform your advice business bit.ly/2m4j8lJ
We like this video: the future of retirement with Baroness Ros Altmann (via @CGWM_UK) bit.ly/2l39NtN
With increased automation and AI playing a greater role in service delivery, the way to truly differentiate is through your client experience. Check out these examples from the retail sector bit.ly/2m0SA4p
Fantastic initiative. Well done to everyone already involved👏🏼👏🏼
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Did you see the news? @7IM_Updates recently launched new 'ultra-low cost' portfolios. Find out more here bit.ly/2lZmC8k



