If 2020 has taught us anything in the investment platform industry, it’s that we need to be flexible, be insightful, and be able to respond rapidly to ever-changing adviser and client needs. Michael Summerton explains.
Continue readingConquering Fears Around Cape Point
As of end of July, INN8’s Head of Distribution, Georgina Smith, is one of 100 people to have swum around the treacherous Cape Point – but to her, it’s all about conquering fears.
Continue readingCultivating a Culture That Allows for Adaptability
Over the past few months, we have had to adapt unlike ever before. Defining our company culture goal – to create an environment where different people with a digitally-first mindset feel at home – has helped with this transition.
Continue readingExperian Data Breach: Staying Safe
INN8 is aware that the credit bureau Experian, which provides credit data to many financial services institutions, was impacted by a data breach recently. We urge you to take additional precautions to safeguard your personal information.
Continue readingThe Value Discretionary Fund Managers Add During a Time of Crisis
It’s times like these that highlight the role business partners play, and where the partnership approach and flexibility of a discretionary investment manager (DFM) really comes into its own, explains Stephen Backhouse.
Continue readingBefore You Call Yourself a Wealth Manager…
What does it mean to deliver the future? We review what an investment platform can and should be doing to make wealth managers’ lives simpler and easier, enabling them to spend more time doing what they love – advising clients.
Continue readingHow Michael Summerton Is Putting A Surfer’s Soul Into Finance
While the financial industry has typically employed studious, serious, academic types who dress in suits and look and sound very smart, INN8 sees through that. Michael Summerton is one such example.
Continue readingHow to Choose a Discretionary Fund Manager in 4 Simple Steps
The DFM industry has seen rapid growth over the last few years, and it’s time that wealth managers and financial advisers choose one that adds value to their business.
Continue readingDigital Tools to Grow Your Financial Advice Business Part 2: Operations
There’s no doubt digital tools have the power to transform the way you do business. Here’s a range of digital tools that can help expand and improve your business’s operations.
Continue readingDigital Tools to Grow Your Financial Advice Business Part 1: Communication
Just like jumping on the INN8 Offshore Platform to seamlessly manage your client’s offshore investments, there are many more digital tool offerings out there that will change the way you do business.
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