CleverAdviser
Developing and managing a Centralised Investment Proposition
A guide to MiFID II and how it impacts financial advice businesses
A guide to the Product Intervention and Product Governance Sourcebook
Seven proven ways to successfully grow your financial advice business
Understand the adviser’s roles, responsibilities and suitability obligations
A guide to help keep your clients safe from investment scams
Webinars & Events
WEBINAR | The MPS Update: Q2 2023
Tuesday 25th July 2023 from 10am
You’ll hear from the CleverMPS portfolio managers, Nathan Sweeney and Raj Manon, as well as Clever’s Head of ESG, Anthony Walters. They’ll cover:
- Portfolio performance
- Fund attribution and themes
- Quarterly market review and outlook
- UN SDG alignment
The session will round off with a live Q&A session.
Clever Insights
