TITLE

Adam Byford

AUTHOR(S)
Newman Smith, Amanda
PUB. DATE
February 2014
SOURCE
Money Marketing;2/20/2014, p31
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article provides insights from Adam Byford, managing director of software firm Capita Financial Software, on technology and self-sufficiency among the client base of the future. Byford said that specialist and bespoke services made for adviser use will be repurposed for consumer use. A brief professional background on Byford is also provided. He also conveyed his thoughts on a protection tool launched by Capita Financial in November 2013.
ACCESSION #
94766883

 

Related Articles

  • Care necessities. Lowe, Stephen // Money Marketing;2/20/2014, p33 

    The article reports on the impact of social care rules in Great Britain on specialist care advice. It is mentioned that local authorities in England will become the single point of entry to the care system from 2016. There is said to be serious concern that care homes could face financial...

  • Getting market wisdom from a couple of codgers. Gilreath, Dave // Indianapolis Business Journal;5/16/2005, Vol. 26 Issue 10, p26 

    Presents the views of financial specialist Warren Buffet on various issues relating to investment. Characteristics of a successful investor; Level of pressure corporate managements face to hit quarterly earnings; Tips on investing in U.S. markets.

  • Capita to spend £4m on software in 2012. Macdonald, Sam // Money Marketing (Online Edition);1/19/2012, p1 

    The article reports on the announcement by Capita Financial Software regarding spending four million pounds on software solutions in 2012. It states the company will spend the money developing Synaptic Modeller, a financial risk solution and legacy transfer analysis tool. Adam Byford, company's...

  • Showing Problem Clients The Door. Hersch, Warren S. // National Underwriter / Life & Health Financial Services;11/2/2009, Vol. 113 Issue 21, p13 

    The article focuses on how financial advisors can manage problem clients. Experts say that advisors need to be attentive to signs that may be a cause for trouble later on. They emphasize that if problems arise after the client engagement, it is helpful to take steps in putting the relationship...

  • Barometer result.  // Personnel Today;1/10/2006, p3 

    The article presents results of a survey in which readers were asked whether they reported to their finance director. 82% of the readers said that they do not report to their finance director.

  • Ex-Knight Williams chief returns to industry as IFA director. Barr, Rebecca // Money Marketing;8/15/2002, p1 

    Reports on the appointment of former Knight Williams managing director John Williams as director of Hertfordshire, England-based independent financial adviser Carmel Financial Planning. Career background; Background on the liquidation of Knight Williams in the year 1995.

  • Building a Multigenerational Wealth Management Team. Oechsli, Matt // REP.;Jul2014, Vol. 38 Issue 7, p23 

    The article reports on how investment advisors can build a multigenerational wealth management team. It discusses how to make an effective succession planning and next generation wealth transfer. It is suggested that a senior veteran advisor should carefully invites a junior financial advisor to...

  • Knowledge is just the beginning. NAPOLITANO, JOHN // Accounting Today;Jan2015, Vol. 29 Issue 1, p24 

    The author reflects on what makes a successful financial planner. Topics discussed include the need for financial planners to ask the right questions and be persuasive in giving advice, the importance of being a good communicator, and the significance of client selection for planners with...

  • Leading Qualities. Ayarbe, Susan; Hinitz, Dean // Financial Planning;Jun2003, Vol. 33 Issue 6, p144 

    Deals with the need for financial planners to possess leadership skills in managing accounts. Essence of a great leadership; Characteristics of a leader; Conventional wisdom on leadership.

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics