New Content Integration with Pacific Asset Management 9 April 2025 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on 9 April 2025. This update comes at […] Read More
New Content Integration with Binary Capital 14 February 2025 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on 14 February 2025. This update comes at […] Read More
New Content Integration with EPIC Investment Partners 4 December 2024 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on the 4th of December 2024. This update […] Read More
New Content Integration with Parmenion 20 November 2024 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on 20th November 2024. This update comes at […] Read More
New Data Integration with Scottish Widows Platform 26 September 2024 Doug McFarlaneSuitability We are thrilled to announce that Scottish Widows Platform has been added to our list of integration partners. […] Read More
New Data Integration with Plannr 24 July 2024 Doug McFarlaneSuitability We are thrilled to announce that Plannr CRM has been added to our list of data integration partners. […] Read More
Trending now 10 January 2024 Paul JayCompliance And trending previously too! During the past year or so, and in tandem with ATEB becoming part of […] Read More
Model behaviour 19 December 2023 Alistair MacDougallCompliance The advent of Consumer Duty has catalysed a lot of focus on fair value, or at least a lot of […] Read More
What story do your files tell? 19 July 2023 Paul JayCompliance The FCA’s Retirement Income Advice thematic review seems to be gathering momentum and the latest developments come as no surprise. […] Read More
Consumer Duty: FCA Multi-Firm Review 9 March 2023 Paul CaineCompliance The FCA has published the results of its review of the Consumer Duty implementation plans of larger firms, in order […] Read More