Fintech provider IRESS has launched a free audit service for advisers to assess their business propositions and identify where efficiency can be improved through the use of technology.
For the first part of the service, the adviser and an IRESS consultant will work through an hour-long questionnaire, using seven business areas to identify potential proposition gaps. The questions...
Compares workplace schemes
Uses FE risk score banding
New focus on behavioural finance and client experience
Risk-profiling tool launched
Following M&G suspension
No change in the 'near term'
UK goes to the polls on 12 December
Over the course of this week Professional Adviser has revealed the majority of the shortlists for our 2020 PA Awards, the winners of which will be announced at a black-tie dinner in February.
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