Just 4% of intermediaries carry out their business online, a survey by Origo revealed. It found that...
Just 4% of intermediaries carry out their business online, a survey by Origo revealed. It found that 80% do carry out at least a portion of their business online but are handicapped by the number of passwords they have to remember to access company extranets. Some 42% of advisers have to remember more than 15 passwords and 10% need more than 30.
To ensure creditworthiness assessments compliant
Avoid broad-brush strokes
Partner Insight: Introducing the Architas education series for clients.
Blurred lines: PPMG's Andy Brown on why the rules are less clearly defined for multi-asset funds today
Partner Insight: Multi-asset is evolving from straight forward cautious and balanced outlooks to outcome-orientated and targeted-return strategies. But as investors enter a new era of quantitative tightening, a focus on traditional, long-term metrics...