Heartwood Investment Management has carried out a digital overhaul of its client disclosure offering, in the first stage of an "evolutionary" plan to improve the way it communicates with clients.
Launched in October 2018 as a result of a two-year project, the firm has completely replaced its existing disclosure technology and processes, with the new reporting platform offering third-party IFA and...
And then prepare yourself
Aims to double client base
Work with wealth management team
Reduces chances of rate hike
'Following the letter, but not the spirit, of the rules'