Mariam Pourshoushtari

Recently contributed to an @FTAdviser series of CPD articles on 'Consumer Duty and Platforms', along with my colleague William Moss and other experts in the field ftadviser.com/platforms/2023…

This week, @mariamp_etc (Mariam Pourshoushtari,) Analyst, discusses developments in the UK financial advice sector. platforum.co.uk/uk-financial-a…

This week, Richard Bradley (@R_S_Bradley), Research Director, looks at the maturing platform MPS market. platforum.co.uk/uk_wealth_mana…

I enjoy my annual attendance on @theplatforum roundtables, I always pick up something useful. Tonight I was on a roundtable with that doyen of financial planning Marlene from @UNIQfw. She mentioned something she does that I've been looking for without knowing it. She #nailedit

@Dennis_Hall59 @theplatforum @UNIQfw It was great having you! We love it when the exchange of ideas at our meetings are useful to the advisers who volunteer their time to our research

First post since I’ve returned from maternity leave - some thoughts about advisers’ investment propositions

My latest article on @_moneymarketing on our findings from @theplatforum UK Financial Advisers: Planning Technology and Systems moneymarketing.co.uk/opinion/advise…

This week, Analyst Mariam Pourshoushtari (@mariamp_etc) discusses the different tech strategies advisers would like to use in order to achieve greater efficiencies in their firms. platforum.co.uk/uk-financial-a…

My latest article on @_moneymarketing on our findings from our adviser roundtable discussions about the tricky business of measuring adviser productivity moneymarketing.co.uk/opinion/platfo…

This week, Analyst Mariam Pourshoushtari (@mariamp_etc) looks at how advice firms are exploring different ways to measure and boost adviser productivity to alleviate adviser capacity issues in their businesses. platforum.co.uk/uk-financial-a…

@RoganJoshh I think I remember this - wasn’t this during your first week of work at our place? 🤔

This week, Research Director Richard Bradley (@R_S_Bradley), looks at the state of M&A in the UK wealth management market and what opportunities remain. platforum.co.uk/uk_wealth_mana…

Calling all financial advisers and paraplanners. We want your opinion on the platforms you use! Take our survey be heard by those who implement change at platforms. At the end grab our new platform due diligence guide: Choosing an Adviser Platform 2021. surveymonkey.co.uk/r/86HJTQL

Third-party risk profiling tools appear to be declining in dominance, from what we heard from advisers who attended our series of virtual roundtables throughout May platforum.co.uk/uk-financial-a…

.@_moneymarketing first digital issue for May is here. Take a look at the brand new monthly magazine! moneymarketing.co.uk/news/may-2021-…

This week Richard Bradley (@R_S_Bradley), Research Director, discusses the introduction of Vangaurd's potentially revolutionary product - Vanguard Personal Financial Planning. platforum.co.uk/uk-d2c/how-van…

Platforum: What’s the best set-up for adviser tech? moneymarketing.co.uk/analysis/platf…

@GeorgeSandison This is my dad's hometown😞

.@mariamp_etc asks if third-party risk profiling is worth it or not? moneymarketing.co.uk/news/third-par…

Plans for our pathology partnership with Barts Health and Homerton are progressing well - here on a visit to the Barts labs with colleagues from the partnership.