Back chairing ⁦Personal Finance Society⁩ regional meeting today ⁦@TheAgeasBowl⁩ with great sessions expected from ⁦M&G Investments⁩ ⁦DD|Hub⁩ ⁦@CTinvest_EMEA⁩ and ⁦YuLife⁩ #cpd #investing #adviser #personalfinance linkedin.com/posts/kevinfor…

Delighted to join the Tyne Tees branch of Personal Finance Society for the Spring Conference, talking about Investment #duediligence in the context of #consumerduty

Delighted to join the Stamford branch of Personal Finance Society for the Spring Conference, talking about Investment #duediligence in the context of #consumerduty

A special thank you to our sponsors for being with us today. Be sure to stop and say hello to them! Fundment, Albemarle Street Partners, DD|Hub, GUNNER & CO., Octopus Investments, @simplybizserves and Taxbriefs #MMInteractive23

Delighted to be with Money Marketing & DD|hub supporters Octopus Investments & Albemarle Asset Mgmt at #MMInteractive23 to talk with Fundment about platform due diligence, particularly in the context of consumer duty #DueDiligence

Our panel session with Andrew Tiley Fundment, David Lee DD|Hub and Dr. Richard Bradley Platforum now takes you through the various platforms over the years and how to go about choosing the right platform partner today. #MMInteractive23

David Lee, director DD|Hub argues platforms should implement better pricing models - perhaps more fixed fees - to make them more efficient for the services they need to provide. More streamlined back-end tech is required #MMInteractive23 Money Marketing

Delighted to announce Albemarle Street Partners are now live on DD|hub - login and take a look at their Managed Portfolio Service and how it can be tailored for individual firms

Thrilled to launch our new, seriously upgraded system today to help advisers cover off the foreseeable harm rules in Consumer Duty & meet FCA due diligence expectations. A ground-up rebuild to mirror FCA's approach in TR14/5 with new tools & new features - ddhub.co.uk

DD|hub upgrades adviser research and due diligence system - login now and take a look ddhub.co.uk professionaladviser.com/news/4119470/h…

Built on the feedback of existing users, the new, upgraded DD|Hub system provides advisers with the tools and information they need to meet the FCA's #DueDiligence expectations and #ConsumerDuty obligations. New users can register for free at ddhub.co.uk/AdviserRegistr…

Huge congratulations to Felix and the team at Longbon & Company at the Money Marketing Awards #MMAwards23 😊

Looking forward to sharing our #DueDiligence solutions with Advisers and industry folk at #MMInteractive23 - come & say Hi!

Great day at Money Marketing Interactive helping Advisers spot & avoid foreseeable harms, & meet Financial Conduct Authority due diligence rules #MMINTERACTIVE23

Proud to have added SIPPs to DD|Hub's free due diligence service for advisers - get the info you need to guard against foreseeable harms. Register free today

Delighted to be joining Albemarle Street Partners to discuss Building a Centralised Investment Proposition. 7 March, 11am, 1 hour - details & register here: t.ly/OUn1m

The start of some relief for WealthTek investors, but a salutary reminder for financial advisers of the need for robust #duediligence before entrusting any provider with client assets (Fernando Castro TR16/1). FSCS pays £26.6m to WealthTek administrators financialplanningtoday.co.uk/news/fscs-pays…