To further help you meet regulatory requirements, we have extended the capability of Engage, our end-to-end financial planning software, with the addition of in-depth MiFID II portfolio cost analysis functionality.
Digital can transform the way you do business, you’ve probably already taken many of the difficult steps with video conferencing, document sharing, and e-signatures. However, there are many more efficiencies to be gained through selecting market-leading technology partners.
The suitability of financial planning and advice has, again and naturally, come into sharp focus against the backdrop of broader events this year.
Income in retirement, naturally, has always been a big issue for financial advice firms – and, according to commentators, is only going to get bigger in the regulator’s eyes in future.
You need to be logged in to comment on this article