The industry has a vital opportunity to influence the direction of the projectAfter making excellent progress over the past 12 months, the pensions dashboard project slowed in the latter half of 2017. It is now under the leadership of the Department for Work and Pensions, which announced a fresh consultation on the best way to take it forward in December. This is a valuable opportunity for the industry to unite to identify how to deliver dashboards that will best meet the needs of consumers.
Platforms still have plenty to do, while Mifid II and the open banking initiative offer new opportunitiesThe last year has seen more firms embracing technology as an opportunity to work smarter, enhancing their services and increasing profitability. This week, I want to look at 12 areas of adviser tech that should be priorities in 2018. My first wish is for more Mifid reporting support, as this is going to be a significant burden on advisers from January.
A single service only accessible by consumers via the new guidance body would spell the end for the projectJudging by its response to my last column on the subject of pensions dashboards, in which I called for it to be removed from the project, I seem to have got the attention of the Association of British Insurers. But let’s put to one side my thoughts on who should lead the project and focus on the impact of recent events instead.
Muck Rack makes it simple to find people, tweets, or articles that mention any name, keyword, company, hashtag etc. We've compiled this guide to help you make the most of your search.
Selecting a term
Start searching tweets, articles from media outlets, articles mentioned in tweets, journalists'
names, titles and bios with some suggested searches:
Companies or Topics (e.g. iPhone, Microsoft)
Phrases (e.g. "cloud computing") — use quotes to keep the terms together
Twitter handles (e.g. @username) — returns those who have mentioned or replied to
Names (e.g. "David Pogue")
Hashtags (e.g. #sxsw, #london2012)
Bio details (e.g. vegan, Olympics, father)
Muck Rack's Advanced Search allows for many boolean operators.
Find results that mention multiple specified terms, use AND or
+. For example, ensure each result contains both Elon Musk and Mark Zuckerberg by
searching Musk AND Zuckerberg or Musk + Zuckerberg.
Use the operators OR or , to broaden your search when you'd like either of
multiple terms to appear in results. (This is the default behavior of our search when no operators
are used). For example, results will contain either cake or cookie by searching cake OR cookie or cake,cookie
Use NOT or - to subtract results from your search. For
example, searching Disney will yield results about the Walt Disney Company as well as Walt Disney
World Resort. To exclude mentions of Disney World, search for Disney -World or Disney
When using one of these operators with a phrase, enclose it in quotation marks. For example, you can
find results about smartphones excluding Apple's iPhone 4S by searching smartphone -"iPhone
Exact case matching or punctuation
If you're searching for a brand name or keyword that relies on specific punctuation marks or capitalization, you can
find results that match your exact query by adding matchcase: before the keyword you're searching for, like matchcase:E*TRADE .
Use parentheses to separate multiple
boolean phrases. For example, to find journalists talking about having fun in Disney World or
Disneyland, search for ("disney world" OR disneyland) AND fun.
An asterisk can be used to search for any variation of a root word truncated by the asterisk. For example, searching for admin* will return results for administrator, administration, administer, administered, etc.
A near operator is an AND operator where you can control the distance between the words. You can vary the distance the near operation uses by adding a forward slash and number (between 0-99) such as strawberries NEAR/10 "whipped cream", which means the strawberries must exist within 10 words of "whipped cream".