In conjunction with website provider, Adviser Portals, we recently conducted some research around the subject of websites and the social media used by financial adviser firms.
So, all watched the latest video? no, not the latest SCI FI blockbuster, the one from the FCA.
Certification under the Senior Managers and Certification Regime
How Direct Authorisation can put your business in the fast lane
The Initial Impact of Robo Advice.
Chaos Theory Meets the Senior Managers & Certification Regime (SM&CR) - An Update
Why dealing with vulnerable people isn’t about compliance, it’s about empathy and human interaction.
If you’ve not previously considered financial consultancy support to be an art, then maybe it’s time to think again.
Chaos Theory meets the Senior Managers & Certification Regime