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 [...]
Eric Mackereth of BMC Profiles, who distribute PlanLab in the UK, recently fixed me up with an evaluation account and then kindly spent some time getting me orientated.
It’s certainly an impressive piece of kit and, although there are many similarities to Prestwood’s Truth package, there are also some fundamental differences. I’ve started to write an [...]
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