MYTOUCHSTONE SUPPORTS THEPLATFORUM 'DREAM TEAM TOUR' 2012
Mark Kirby of First Financial Choice wins competition to mark the collaboration between MyTouchstone & FE Analytics designed to give financial advisers greater market intelligence
London, March 2012 - MyTouchstone, the market leading IFA database operated by the wealth and investment intelligence services division of Equifax, is hitting the road with ThePlatforum, the UK’s leading independent specialist on fund platforms.
MyTouchstone is supporting ThePlatforum ‘Dream Team Tour’ 2012 which features a number of half-day regional roadshows offering a stimulating view on platform solutions for advisers. Each roadshow event will provide updates on key issues in the market with a host of key speakers presenting their own seminars.
“ThePlatforum roadshow is a fantastic way for IFAs to gain a first-hand insight into some of the key issues currently facing the industry”, said Geoff Greensmith, Strategic Development Director at Equifax. “Each roadshow features a series of interactive demonstrations and debates, giving IFAs practical tips on improving their business strategy. Platforms and platform due diligence are some of the FSA’s current key topics, which is why we are very excited to be able to support these roadshows with ThePlatforum.”
The theme of the events is ‘Horses for Courses’ with the message that one size very rarely fits all when dealing with platforms. The roadshows will provide key updates on the following issues:
- Client segmentation
- Strategies for smaller clients
- Pricing models
- Regulation update
- Investment solutions
- Platform due diligence
- Execution- only and restricted advice
The ‘Dream Team Tour’ is taking place from 22nd March to 9th May in Bristol, Scotland, Harrogate and Birmingham.
“Choosing a platform can be a complicated issue for IFAs, which is why we are urging them to take part in this free event”, concluded Geoff Greensmith. “ThePlatforum’s knowledge of platforms combined with the valuable insight from the MyTouchstone data will really help IFAs choose the right platform for their business.”
For further press information, please contact: Jen Thorneywork, Clare Watson or Wendy Harrison at HSL on 020 8977 9132 or Email: firstname.lastname@example.org
Equifax is a global leader in consumer and commercial information solutions, providing businesses of all sizes and consumers with information they can trust. We organize and assimilate data on more than 500 million consumers and 81 million businesses worldwide, and use advanced analytics and proprietary technology to create and deliver customized insights that enrich both the performance of businesses and the lives of consumers.
Headquartered in Atlanta, Equifax operates or has investments in 17 countries and is a member of Standard & Poor’s (S&P) 500® Index. Its common stock is traded on the New York Stock Exchange (NYSE) under the symbol EFX. For more information, please visit www.equifax.com.
IXI, Workload and MyTouchstone
Equifax Inc acquired US wealth data specialist, IXI, at the end of 2009. The IXI Corporation has been directly-measuring consumer wealth in the U.S. for the past 15 years.
Now, the unique combination of UK wealth business, Workload, acquired by Equifax UK in 2011 and IXI is set to bring an unparalleled understanding of consumer wealth and purchase behaviour to the UK for the first time.
Workload is the UK’s leading provider of strategic IFA intelligence to financial product providers, delivering powerful benefits to its users. It operates a shared investment product data exchange with information provided by over 90 of the UK’s leading financial services companies. It also operates the MyTouchstone database which is powered by the collective sales data of 77 major product providers, fund managers and platforms and inputs from thousands of IFAs to help IFAs understand how they perform compared to the other IFAs in their post area and across the UK.