In this article we question the reliance on market research and analysis by the investment industry and advice market. As technology develops, opinion matters less and the facts build the only story we need to listen to. The reality is that things change. That’s a fact of life. And it’s especially true for technology affecting…
Think about advice differently. Discover how a new breed of technology suppliers are reinventing traditional advice processes. Learn how these companies are providing an innovative approach to specific challenges when delivering advice. Moneyinfo and Threesixty Services are organising a series of Technology Events events in June and July as follows: Dates and locations: Tuesday 9th…
Living with PROD Where would regulators be without their acronyms? Nevertheless, PROD has potentially far-reaching consequences for your business. Understanding your shared responsibilities with product providers and fund platforms is critical. What is PROD? Designed by the UK Financial Conduct Authority (“FCA”) to ensure compliance with MiFID II, PROD – or ‘Product Intervention and Product…
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