Distribution Technology has formed a new financial planning advisory board to serve its wealth management and financial planning sectors.
The primary objectives of the board include providing best practice input to the company’s methodologies and software. It will meet on a quarterly basis, initially focusing on areas of suitability, retirement planning and life time cash-flow planning.
The external members are:
• Chris Brooks, professor of finance and director of research at the International Capital Market Association Centre;
• Campbell Edgar, past president of the Institute of Financial Planning;
• Nick Edwards, fellow of the Institute of Financial Planning;
• Clive Hale, director at Albemarle Street Partners and FundCalibre; and
• Philip Smith, previously managing director of Barclays Wealth and Investment Management.
Ben Goss, chief executive of Distribution Technology, said: “I am extremely pleased that we have been able to bring together such a prestigious group of individuals from the fields of academia, technical analysis and practitioners.”
peter.walker@ft.com
