IFA ACTIVE FUNDS HAVE A 3% CHANCE OF OUTPERFORMING
Charlie Palmer
Tracker or active debate generates fascinating debate, and goes to the core of an IFA offering.
Tracker or active debate generates fascinating debate, and goes to the core of an IFA offering.
File checkers will know how advisers forget to upload relevant documents required for client file checking. Even when advisers are sending files to the FCA
July 25th An introduction to AI for IFAs click here August 8th Cyber security for Financial Services Practices click here August 22nd Practical use cases
AI IS TRACKING YOUR KEYSTROKES: DATA FOCUS
“Information is stored on multiple systems or is in storage, and if the Financial Conduct Authority asked them about it, it would take some time
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For BAT, Compliance is a competitive edge.
BAT is the holy grail of process for IFAs. BAT Auto Report writer provides Consistency, Scale, Cost, Accuracy.
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.
