New Data Integration with Scottish Widows Platform
We are thrilled to announce that Scottish Widows Platform has been added to our list of integration partners. […]
transfer
New Data Integration with Plannr
We are thrilled to announce that Plannr CRM has been added to our list of data integration partners. […]
Tax Year End Update
Our report writing software has been fully updated on 6th April 2024 to accommodate changes to allowances, rates and reliefs […]
Trending now
And trending previously too! During the past year or so, and in tandem with ATEB becoming part of […]
Best interests. Whose?
You’d have thought that poor advice was becoming a rarity by now wouldn’t you? But no, it still seems to […]
Suitability reports – silver bullet, or not?
If you ask most advice firms which part of the advice process consumes the most time, most will reply: “Suitability […]
FCA Final Notices – riveting reads
The title may well lead you to thinking that this guy isn’t too tightly wrapped and perhaps a couple of […]
Good news story!
Last week we reported that one of ATEB’s firms had received a monster information request from the FCA. This week […]
Consumer Duty – the shape of things to come?
In its numerous publications prior to the implementation of Consumer Duty, the FCA promised that it would be more proactive […]
The replacement business blind spot?
We’ve been involved with a number of firms who are on the acquisition trail and as part of the due […]