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DEREGULATION IN THE USA – NOW WELCOME TO THE UK

The Editor

BAT file checks are automated at just £10 to provide a suitability score.

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LOVABLE IS WELL NAMED – WE USE IT IN OUR BIZ

The Editor

For BAT, Compliance is a competitive edge.

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NEW AUTO SUITABILTY REPORT FOR IFAS

The Editor

BAT is the holy grail of process for IFAs. BAT Auto Report writer provides Consistency, Scale, Cost, Accuracy.

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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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Latest entries
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  • THE DECUMULATION MARKET FEEDS INACCURACIES IN COMPLIANCE
  • THE IMPORTANCE OF MI FOR IFA ANNUAL REVIEWS
  • MI AND THE BAT AND IFA ANNUAL REVIEWS
  • FILE COMPLETENESS TOOL WILL TRANSFORM YOUR COMPLIANCE
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