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 [...]
Tag Archives: dealers group
Fincision on the road
“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 [...]
Return match for Dealers Group
Looks like I didn’t do too badly last year, as Dealers Group have invited me back to speak at their Platforms & Practice Technology 2009 Conferences in London (15th September) and Manchester (17th September). This time, my session is titled “What can UK advisers can learn from the US experience?” and will cover:
The future of [...]
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 [...]
My Month: July 2008
This month, I really am left wondering “Now what?!!” I don’t think I can ever remember a time that has been so unpredictable for me and Fincision. More on that as the month unfolds (maybe!), but in the meantime, you can find the usual monthly personal drivel after the jump.
Wrap Users & Smart Technology 2008
Ted Bailey at Dealer’s Group has booked me to speak at his upcoming Wrap Users & Smart Technology 2008 Conference. I guess he read my review of the last Dealer’s Group gig and decided to see if I could do any better, or hang myself in the process! My own fault I suppose, but there [...]
