Following the success of the inaugural Social Media in Financial Services conference in January 2010, I’m delighted to confirm that I will be making a return appearance at Social Media in Financial Services 2. This much-anticipated event, organised by Phil Calvert of IFALife, is being held on Thursday November 4th 2010 at Beaumont House, Old [...]
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Social Media in Financial Services
If you’re serious about using social media to get closer to your customers, January 2010 sees one of the most exciting and eagerly anticipated eMarketing conferences in years – one that’s specifically focused on helping financial services marketers to network, share best practice and debate key issues on how to use social networking technology to [...]
Opportunity knocks for retail giants
This article was originally written for The Findings, published by Owen James Events as part of their Meeting of Minds programme.
It could be the synopsis for Mission Impossible IV: your mission, should you choose to accept it, is to flog financial products & services in the midst of the worst recession on record, and after [...]
Finovate 2009 – live blog
Finovate 2009 is over, but you can still view the archive version of our live blog below:
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Fincision on the road
The Dealers Group conferences in London & Manchester were great fun, but just a warm-up in comparison to the two big trips that are rapidly approaching…
Next Monday afternoon, I fly out to New York for Finovate 2009, a one-day showcase featuring the best new financial and banking technology innovations from established leading companies and hot [...]
“The Future of Financial Advice” : download now
Mike Linskey’s new presentation on “The Future of Financial Advice”, first given at the Dealer’s Group Conferences “Platforms & Practice Technology” (September 2009), is now available for download:
Many thanks to Jim Bruene and Eric Mattson for allowing use of the Finovate videos, and especially to Bryan Link of Simplifi for the exclusive interview.
Conference Exclusives for Dealers Group
Maybe I’m still a bit jet-lagged from the family holiday to the USA, but I’ve only realised (just this morning) that the Dealers Group conferences on Platforms & Practice Technology are only a couple of weeks away!
So, I’ve spent the day researching presentation material, and chasing up a few friends for exclusive content. I’m [...]
Day of reckoning for PFMs?
Personal finance Managers (PFMs) are the hottest property in Finance 2.0 at the moment. The likes of Mint, Wesabe, Quicken, Buxfer, Thrive etc. (sorry if I missed any of you out, but it’s probably for the best once you read on!) have been beavering away for a year or two now, polishing their tools & [...]
The art & science of Financial Planning
Mike Linskey will be sharing his views on the subject of risk profiling at IFP’s All Ireland Conference 2009: “The art & science of Financial Planning”. The event is being held at the Park Plaza Hotel, Belfast International Airport on Thursday 21st May; more details available here.
For a taster of what Mike’s likely [...]
Portfolio Construction Conference 2009
I left it a bit late as I wasn’t sure whether work committments would get in the way, but this afternoon I finally registered for the Dealers Group one-day conference on Portfolio Construction taking place on Monday 16th March.
Last year’s event, which also took place at Arsenal’s Emirates Stadium, was very interesting and provided lots [...]
