Search Results

There are 5 item(s) tagged with the keyword "Investments".

Displaying: 1 - 5 of 5

1. "Providers can help cull Mickey Mouse products"

When I picked up my recent copy of Financial Adviser, I thought I must have slept through a few months and woken up on 1 April.  

Tags: Ken Davy, Investments
By Ken Davy
2. SimplyBiz Group's Centra system reaches 3000 users

New functionality and tools for Centra, as 3000 advisers sign up to use the Group’s investment system  

 

 

Tags: Centra, Investments
3. What will the new prudential regime mean for investment companies?

We take a look under the bonnet of the upcoming Investment Firms Regulation and Investment Firms Directive regime, and the implications for investment firms

Tags: Investments
4. Running an in-house investment committee

Elaine Parkes, Head of Proposition Development at Signature, takes a deep dive into how to run an in-house investment committee.

Tags: Investments, Signature
5. Make CIP your superhero!

Our very own Clark Kent of consultancy, Karl Dines, battles some misconceptions around centralised investment processes in this article, and reveals how CIP can become a superhero for advice firms.

Tags: Investments, CIP

Displaying: 1 - 5 of 5

The latest from SimplyBiz

02 December 2020

Can anyone afford not to have an LPA?

Read more >

02 December 2020

Protection Academy event takes over 300 bookings

Read more >

01 December 2020

SimplyBiz Group expands pension transfer bureau panel

Read more >

16 November 2020

Adviser Today

Get the latest news and views from our quarterly newsletter.

Read more >