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In June 25, a Japanese this firm, paid a price of just 1.5% of the FUM to buy a share in M&G. In the same month, IFA firm Frenkel Topping sold on 2nd June 2025 for 4.5% of FUM.

BAT SAY IFAS ARE WORTH 3X THE VALUE OF FUND MANAGERS

Charlie Palmer

26 years ago PRU paid 10% of FUM for M&G. It was nine months before the Market high, reached on the cusp of the Millenium.

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M&G SOLD FOR A SONG – AUTOMATION IS BUILDING IN IFA VALUE

The Editor

Automation is killing active fund management, but for IFAs, automation means less admin and more advising.

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AI READS YOUR KEYSTROKES

Charlie Palmer

BAT AI and suitability reports

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BAT CHECKS FILES FOR COMPLETENESS AND THREE QUID

The Editor

WHY WORK HARD WHEN YOU GET BAT AI TO HELP?

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BRITISH STEEL PENSION TRANSFERS MEAN PI INSURANCE HIKES FOR IFAS

Charlie Palmer

The final cost for Quilter for the Pension Transfer scandal was less than one per cent

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YOUR CHAT WILL REMAIN PRIVATE AND OTHER LIES IN AI

The Editor

This week the team BAT staff have worked extensively on open AI.

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FEED THE SOFTWARE

The Editor

feedback drives software

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QUILTER – SHARE TIPS FOR WEALTH MANAGERS USING BAT

The Editor

QUILTER – SHARE TIPS FOR WEALTH MANAGERS USING BAT

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THE TEAM AT BAT FACE UP TO MORTGAGE BROKER PROCESS

Charlie Palmer

The BAT mission: To replace conventional compliance solutions with BAT

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FUN FACTS FOR MORTGAGE BROKERS WHO LIKE TECH

The Editor

You may be looking for any number of new features in the new world. TIKTOK is a remarkable thing.And the frontier keeps expanding. Just like

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Latest entries
  • BAT SAY IFAS ARE WORTH 3X THE VALUE OF FUND MANAGERS
  • M&G SOLD FOR A SONG – AUTOMATION IS BUILDING IN IFA VALUE
  • AI READS YOUR KEYSTROKES
  • BAT CHECKS FILES FOR COMPLETENESS AND THREE QUID
  • BRITISH STEEL PENSION TRANSFERS MEAN PI INSURANCE HIKES FOR IFAS
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