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

26 March 2024

Mortgage Solutions: In conversation with Philip Daffern, Head of Lender Relationships at SimplyBiz Mortgages

Read more >

21 March 2024

SimplyBiz announces major tech upgrade for member firms

Read more >

21 March 2024

FIBA UK, part of SimplyBiz, adds Foundation Home Loans to lender panel

Read more >

12 March 2024

Fabian Wiesner: This time it's different...or is it?

Read more >