Campbell Edgar CFPCM, a former IFP president and a member of the IFP's examination and certification committee, is one of five names announced by Distribution Technology. Nick Edwards CFPCM, FIFP, is also on the list.
The firm, which provides Financial Planning and front office wealth management technology, said the board will aid its on-going commitment to the wealth management and Financial Planning sectors.
Ben Goss, chief executive of Distribution Technology, said: "Our new Financial Planning Advisory Board demonstrates DT's on-going commitment to the financial planning and wealth management sector.
"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. Their insight will be invaluable to us and to our clients."
The external members of the board are:
• Campbell Edgar - past President of the Institute of Financial Planning and a member of the IFP's examination and certification committee. Campbell's field of expertise includes holistic financial planning, taxation aspects of trusts, investment and wealth planning;
• Nick Edwards - Fellow of the Institute of Financial Planning, brings in depth knowledge of life assurance and investment products, product development and management, marketing, tax planning and strategic financial planning;
• Chris Brooks - professor of finance, deputy head of school and director of research at the International Capital Market Association Centre, part of Henley Business School. Chris brings particular specialism in asset pricing, fund management, behavioural finance and econometric analysis;
• Clive Hale - director at Albemarle Street Partners Ltd and FundCalibre Ltd and external committee member. Clive has over 30 years of investment industry experience having previously held investment director and chief investment officer roles at Towry and Skandia Investment Group;
• Philip Smith, former managing director of Barclays Wealth and Investment Management between 2008-2013, has "a wealth of experience in providing financial planning, wealth structuring and private banking advice", the firm said.
The primary objectives of the board include providing expert and best practice input to the company's methodologies and software. The board will meet on a quarterly basis and will initially focus on areas of suitability, retirement planning and life time cash-flow planning.
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