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
Completion in 3 minutes
Retail investors set to be restricted initially
The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers